Engaging Business Owners Before, During, & After Transition

September 15, 2023

Engaging with business owners is paramount before, during, and after the transition event.

Traditional vs. Digital Marketing: Navigating the Marketing Landscape

September 8, 2023

Marketing is the lifeblood of any business. It’s how companies connect with their target audience, build brand awareness, and ultimately

9 Ways to Increase Business Value

September 1, 2023

Business value is important to all businesses, but it is transferable value – what a business is worth to a

business professionals continuing their career growth path

Getting Good at What You’re Bad at

August 25, 2023

The Challenge at Hand As a business owner, understanding your competitive advantage and leveraging your strengths are the catalyst behind

2023 BEI National Conference Highlights

August 18, 2023

The 2023 BEI National Exit Planning Conference gathered 140 Exit Planning professionals in Denver, Colorado last week. Over three days

Fairness in Family-Run Businesses: A Guide for Advisors

August 11, 2023

For business advisors, the multifaceted world of family-run businesses can be as rewarding as it is complex. One of the

Building Resilience in Uncertain Times: A Guide for Advisors

August 4, 2023

Businesses, particularly SMEs (Small and medium-sized enterprises), have confronted the trials and tribulations of market disruptions head-on, teaching us valuable

Team with their hands in the middle of the group.

The Importance of Communication in Succession Planning

July 28, 2023

In this blog post, we’ll explore the critical role that effective family communication plays in shaping a successful business exit

Everyone but the Owner is Ready for Retirement

July 21, 2023

For a business owner, giving up something they’ve nurtured, grown, and given their life to is extremely difficult.

What Does it Mean to Be a Trusted Business Advisor?

July 14, 2023

In today’s competitive business landscape, business owners face numerous challenges in running their organizations successfully. Between navigating through complex decisions