Eliminating Arguments that it’s Too Early To Plan a Business Exit

January 20, 2023

When it comes to Exit Planning, it’s easy for owners to put it off, thinking they can deal with it

Proactive or Passive: What Kind of Advisor Are You?

January 13, 2023

What can you do if you want to use your expertise in Exit Planning to grow your practice and/or improve

filling form online, questionnaire survey

Exploring Exit Planning Trends from the 2022 Business Owner Survey

January 6, 2023

BEI is the leading innovator in the Exit Planning industry, offering comprehensive Exit Planning training, marketing support, and plan creation

“What If” Exit Planning for Your Business Clients

May 6, 2022

As an Exit Planning advisor, helping your clients to prepare for the unexpected with continuity plans is key for covering

Good Questions Drive Better Exit Planning Conversations

April 22, 2022

Exit Planning Advisors must ask targeted questions in order to have effective conversations with current and prospective business owner clients.

Exit Planning To-Do #1: Write it Down!

April 22, 2022

It’s critical that as an Exit Planning Advisor, you simplify the owner’s Exit Planning to-do list by having them start

Make the Most of the Initial Exit Planning Meeting

April 15, 2022

As an Exit Planning advisor, having that all-important initial conversation about your client’s exit strategy is essential to protect their

Building Engagement & Advisor Teams One Step at a Time

April 8, 2022

In this blog, we sit down with BEI Member, Eddie Drescher, Financial Advisor with Haycox Financial Group, to discuss lessons

Why Should Advisors Consider Exit Planning?

April 1, 2022

When advisors incorporate Exit Planning into their practice and move beyond transactional planning, they position themselves as the indispensable advisor

Business Advisors Are Changing How They Work With Clients

March 25, 2022

Business advisors can encounter a lot of competition, but nothing drives engagement quite like connection. Exit Planning provides a perfect

Preventing Problematic Phone Calls from Clients

March 14, 2022

BEI Member Bruce Willey shares techniques & resources that have helped him prevent uncomfortable phone calls from owner clients who

The Economy Just Ain’t What It Used To Be

January 1, 1970

To grow a business in today’s economy to a value sufficient to provide financial security for you when sold is

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