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Exit Planning Process: The Engagement Meeting
The Engagement Meeting is a critical step in the Exit Planning Process. In this meeting, you will have the opportunity to convert your prospects into clients by discussing the goals of the business owner and how you can help them achieve those goals.
Overcoming Challenges in Adding Exit Planning to Your Advisory Practice
Exit Planning is a critical component of financial advisory services, however, many advisors face several challenges when introduced to Exit Planning.
BEI’s Top Blogs of 2023: Insights and Innovative Strategies
For many owners and their advisors, Exit Planning is an essential yet often overlooked aspect of the business world. Don’t worry, the team at BEI has consistently provided valuable insights into this critical area through its top blogs of 2023! Join us as we explore the key takeaways from these insightful articles, offering a comprehensive guide for business owners and advisors.
Good Questions Drive Better Exit Planning Conversations
Eliminating Arguments that it’s Too Early To Plan a Business Exit
When it comes to Exit Planning, it’s easy for owners to put it off, thinking they can deal with it later. Business advisors are faced with the familiar response: “I’m not ready to begin planning for my exit. I have other business tasks that take priority.”
Exit Planning Process: The Discovery Meeting
During the Discovery Meeting, your goal as the business advisor is to understand the owner’s goals and aspirations, and determine whether you can help them achieve those goals.
Exit Planning as an Advisor’s Next Great Adventure
Whether you are looking to broaden your core services, stand out from competitors, or to help owners avoid the mistakes you have made, there are several reasons why Exit Planning could be the perfect fit for you.
Why Exit Planning Advisors Must Take Learning to the Next Level
In the fast-paced world of business advisory services, the importance of lifelong learning is invaluable. As an Exit Planning Advisor, your commitment to continuous education…