Best BEI Podcasts of 2023

December 15, 2023

We’re bringing you our five most engaging and insightful podcasts of the year! In this series of BEI’s top 2023

Best BEI Webinars of 2023

December 8, 2023

This compilation of the top BEI webinars in 2023 dives into a diverse array of subjects that have shaped the

From Vision to Victory: The Impact of Goals in Exit Planning

December 1, 2023

In the dynamic landscape of business, the art of Exit Planning emerges as a pivotal skill for entrepreneurs and advisors

Maximizing Your Business Story: A Year of Messaging & Marketing Insights from Space Monkey Partners

November 17, 2023

Space Monkey Partners has worked Exit Planning Advisors to find marketing strategies for engaging and converting owners looking for Exit

The Crucial Role of Advisors in Planning for an Owner’s Post-Business Exit Lifestyle

November 10, 2023

For many owners, the decision to exit their business is a significant milestone in their entrepreneurial journey which requires guidance

Using BEI’s New Planning Software & The Importance of Technology in the World of Business Planning

November 3, 2023

To help owners navigate challenges and make informed decisions, you need tools to deliver custom solutions and a tangible path

Unlocking Success: Employee Stock Ownership Plans (ESOPs) as an Exit Strategy

October 27, 2023

ESOPs offer a unique path for business owners to transition out of their companies while providing employees with a stake

Transforming Owner Resistance into Opportunities with Proven Strategies

October 20, 2023

See how BEI helps professional advisors like you overcome owner objections to business planning conversations. When BEI engages with new

Compassionate Capitalism: The ESOP Revolution

October 13, 2023

Kelly Finnell, President of Executive Financial Services, shares how ESOPs exemplify compassionate capitalism and benefit business onwers and advisors alike.

Overcoming Challenges in Adding Exit Planning to Your Advisory Practice

October 6, 2023

Exit Planning is a critical component of financial advisory services, however, many advisors face several challenges when introduced to Exit

Niche Marketing-Becoming Indispensable in Your Industry A bullseye on the correct target market

Niche Marketing: The Indispensable Advisor

September 29, 2023

In the realm of business and transition planning, carving a niche isn’t merely a marketing strategy; it’s an avenue to

Business Continuity: Ensuring Client Value

Business Continuity: Protecting Client Value

September 22, 2023

In our contemporary business world, unpredictability seems to be the only predictable element. Business owners, from fledgling startups to well-established

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