The Business Advisor’s First and Second Mistakes

March 22, 2024

After decades spent working with both advisors and owners, we’ve found that advisors who want to represent owners make two

How Advisors Can Differentiate Themselves: Taking the Burden Off the Owner

March 15, 2024

Business owners are a rare breed. In founding their businesses, they buck the trend of working for someone. They think

Female Pioneers and the Role of Emotional Intelligence in Exit Planning

March 8, 2024

As we celebrate Women’s History Month, it’s a perfect opportunity to spotlight the lasting contributions of women in the financial

Business Continuity Challenges for Sole-Owners

March 1, 2024

Explore engagement opportunities with sole owners—those without partners or co-shareholders – and how to kickstart planning with business continuity.

Navigating Psychological Forces in Business Exits: Insights for Professional Advisors

February 23, 2024

In the realm of business exits, understanding the psychological mindset of business owners is paramount for professional advisors.

Engaging Successful Business Owners is Easy!

February 16, 2024

To effectively engage owners, advisors must approach owners through methods that recognize the specific needs and challenges of successful business

Explains the strategy for football and signifies the strategy needed in business exit planning.

Championship Advisor Teams: A Super Bowl Strategy for Exit Planning

February 9, 2024

It’s Super Bowl Weekend! As the San Francisco 49ers get ready to take on the reigning champs in the Kansas

The Power of Collective Expertise in The Business Value Conversation

February 2, 2024

Collaborative expertise can lead to a remarkable increase in business value. In today’s evolving business world, the synergy of collective

Helping Owners Avoid Business Risk: Opportunities for Owner-Based Planners

January 26, 2024

Business owners often focus on growing their companies while neglecting to mitigate risk. Enter owner-based planning – a proven process

Give Business Owners What They Want: Growing & Protecting Business Cash Flow and Value

January 19, 2024

BEI’s Owner-Based Planning (OBP) is a suite of training, marketing tools & deliverables that equips you to help business owners

Elevating Your Advisory Practice in 2024: The Power of Exit Planning and Owner-Based Planning

January 12, 2024

In 2024, the advisor requires an owner-centric approach to planning with an advisory practice that offers the services owners need

BEI’s Top Blogs of 2023: Insights and Innovative Strategies

December 29, 2023

For many owners and their advisors, Exit Planning is an essential yet often overlooked aspect of the business world. Don’t

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