Strategic Alliances
BEI Strategic Alliances provide specialized advice, tools, and services to BEI Members. These Strategic Alliances will help you and your practice become a leader in Exit Planning by teaching you specific skills related to Exit Planning, differentiating your practice with extraordinary expertise. Learn more about BEI’s Strategic Alliances and how they can develop you into an Exit Planning thought leader in your market.
BizEquity is the world’s leading provider of business valuation knowledge and big data. Biz Equity’s step-by-step valuation process calculates business value based on 143 data points. BizEquity would be a great resource to advisors who are working with owners to grow and protect business value, need realistic valuations, and seek assistance in closing their asset gap before transition.
Brant Hickey and Associates helps business owners keep more of what’s theirs. Their specialty is Structured Installment Sales (SIS); a business exit strategy that allows owners to reduce capital gain burden by receiving the sale proceeds over multiple years versus one single lump sum.
Business and Legal Advisors is a business consulting firm specializing in the design and implementation of strategic and integrated business plans for start-ups and small to midsize entities to successfully combine the company and personal objectives of the owners and executives.
Contact: info@businessandlegaladvisors.com
Cash Flow Mapping is on a mission to empower advisors to master the cash flow conversation. Their collaborative and intuitive process creates immediate value, which builds trust and confidence. If you’re an advisor looking to up your game, find your growth solution with Cash Flow Mapping.
Since 2000, CSG Partners has helped hundreds of middle-market companies structure, finance, and close leveraged ESOP transactions. Recognized for its analytics-focused process and pioneering capital markets capabilities, CSG has garnered over 40 Firm & Deal of the Year honors in the past decade alone. When your clients prioritize tax-efficiency and legacy preservation, employee ownership may be the best strategy.
Contact: info@csgpartners.com
Unlock the potential of your cash flow. Currence is a money-management platform that reroutes how your business owner client’s spend and save to unlock the potential of their cash flow. Currence can assist you in helping your clients establish a solid foundation for future finances and maximizes the impact of financial expertise.
Executive Financial Services, Inc. focuses on the use of Employee Stock Ownership Plans (ESOPs) in business ownership succession planning. From feasibility analysis and transaction implementation to financing colsultation and mature ESOP planning, the EFS team has decades of experience working with advisors and owners in a variety of industries.
Contact: https://execfin.com/contact/
Footprint Capital is a boutique investment bank focused on advising owners and operators of privately held companies in the middle market. They help business owners write the next chapter of their story, whether that is leaving a legacy, turning a corner, or foraging down a new path.
Contact: info@footprintcapital.com
“It’s not what you make, it’s what you keep.” The team at Madison Fund Services is the tax planning partner for financial advisors and their clients. At Madison Fund Services Ltd., it is understood that tax planning must be proactive and works with you to employ tax reduction strategies throughout the year to manage tax obligations and increase savings at year end.
Contact: https://mfundservice.com/contact-us/