Tax Reduction 101: Get to Know Madison Fund Service, Ltd.

It’s not what you make, it’s what you keep. This is the mindset of Han Gu, President and Founder of Madison Fund Service, Ltd., BEI’s latest strategic alliance who will be featured in an upcoming webinar on June 14, 2023 at 1:00pm EST. Register today for the opportunity to learn tax reduction strategies, strategic tax planning advice, and more, via this one-on-one interview with Han Gu.  

How to Grow Your Practice Using Advanced Trust Planning

Register for an upcoming BEI webinar with Strategic Alliance, Business & Legal Advisors, hosted by esteemed guest and founder, Stuart H. Sorkin. Sorkin's unique background and 40+ years of experience in the industry has allowed him to assist owners and advisors with overcoming the complexities of pairing their personal and financial goals with the appropriate growth or exit strategy. 

Unlock the Potential of Cash Flow with Currence

Register for an upcoming webinar with BEI’s latest strategic alliance, Currence, to learn proven ways to provide the best financial guidance to your clients by starting at the foundation. As part of the BEI Network, you understand the importance of focusing on the long-term relationship, and not just showing up when your client is ready to invest. Currence will share in this presentation all the ways to help you and your clients make more money – and more importantly, how to get it.   

Exit Planning like a Pro: Process, Priorities & Timelines

Join us for a brand-new webinar with the CEO of BEI, Jared Johnson, and special guest, Fletcher Brown, for an interview-style presentation that dives deep into a proven Exit Planning Process, from beginning to end. Fletcher will talk through his experience working alongside advisors, for advisors, and directly with business owners that ultimately led to a proven process for the discovery and engagement, plan design, and implementation phases.  

What You Need to Know About the Different Types of Company Buyers

Register today and join us for our upcoming webinar with Michael Butler, Senior Director at Footprint Capital for a webinar detailing What You Need to Know About the Different Types of Company Buyers.  

This presentation will educate Exit Planning Advisors of all experience levels on the different types of buyers that exist in the Mergers & Acquisition (M&A) market and their specific characteristics in order to better prepare their clients for successful business exits.  

In this webinar, Michael will cover the following key points:  

Business Owner Survey: Takeaways & Trends to Bring to Planning in 2023

As advisors to business owners, there are a lot of things you must keep track of when it comes to the modern-day business landscape. Upon release of the BEI 2022 Business Owner Survey, the data raised some important questions about what has greatly impacted the Exit Planning industry and what younger owners are doing to plan for their futures.  

The 5 Systems of Growth Workshop

Founder and CEO of Growthpoint Coaching Co., and BEI Member David Robertson joins us on Thursday, December 1 at 3:30pm ET for an interactive workshop: The 5 Systems of Growth. This workshop will explore the value of operations systems: how they can enable your clients to sell for top dollar without regrets and secure a company’s financial health throughout the exit process. David will share his take on the five most important activities a company can participate in to create value.

Discover Exit Planning with Doug Easton

For over 20 years, BEI has helped advisors like you build relationships with their clients. We understand having a passion to help your clients reach their goals. 

To do so, advisors need to stand out from the crowd, a framework to help clients achieve their goals, and a way to expand the Exit Planning conversation. 

Join us for this live webinar on the BEI tools and resources available to help you seamlessly integrate Exit Planning into your practice and go from "service provider" to your client's "most trusted advisor." 

Learning Objectives:

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