Recipe For Success: Building an Advisor Team

June 23, 2023

Just like every business is unique, so are the plans owners have for transitioning out of business. Their financial and

Building a Business that Outlasts the Owner

June 16, 2023

An unexpected and untimely death is a business challenge that most business owners don’t want to talk about. Even fewer

Business Owners Stepping Back to Grow Value

June 9, 2023

For many small business owners, they run the show. Owners often have too much on their plate to make any

Burnout: More Than a Buzzword for Business Owners

June 2, 2023

Burnout has been one of the biggest buzzwords in recent years. In fact, in 2019 the World Health Organization (WHO) officially recognized

Navigating Emotional Challenges in Exit Planning

May 26, 2023

Chasing The American Dream The United States has always been known as the land of opportunity and new beginnings. For

What to Expect at the 2023 BEI National Conference

May 19, 2023

The 2023 BEI National Conference will be held this year on August 7 – 9, 2023 at the Four Seasons

ESOPs In Action and Establishing a Legacy

May 12, 2023

What is an ESOP? Employee Stock Ownership Programs (ESOPs) have become increasingly popular among companies as a way to engage

Why Should a Business Owner Work With a CExP?

May 5, 2023

You’ve put in the effort to recognize how essential it is to have a well-structured plan in place when a

Legacy Planning in Your Exit

April 28, 2023

When it comes to building a legacy after retirement, Avoiding Exit Planning Mistakes early on in the Exit Process can

Be Proactive: Avoiding Exit Planning Mistakes

April 21, 2023

At the cornerstone of a functional Exit Plan, your job as the business advisor is to guide the business owner

Selecting the Best-Suited Successor to the Business Owner

April 14, 2023

Every exit path requires a solid planning and implementation foundation. At the cornerstone of a functional Exit Plan, your job

Choosing the Right M&A Option for your Clients

April 7, 2023

This week, one of our newest partners, CSG Partners, gives a high-level overview of multiple M&A transaction types and the

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