Why We Plan

Let the Plan Unveil Itself

Look Out for Signs of Owner Burnout

Open New Doors

Joe became an advisor after selling his business. He always thought standard business advising was missing specific aspects. He realized that Exit Planning opened more doors and opportunities for him. He was able to take the theme of Exit Planning and have broader conversations about the future with his current clients. Don’t limit your opportunities by your specific concentration. There is so much more you can do for your business owner clients. Tune in to take a more holistic approach on s...

Inspiring a Future Beyond the Business

What Business Owners Don’t Know About Their Businesses…The Big Picture

Business owners often don’t know where to turn to start the planning process. The advisors that are making a real impact today are taking a step back and talking about the big picture with their business owner clients. For many owners, this is their first time exiting a business. They don’t know what they don’t know. Tune in to learn how you can help fill in the gaps for your owner clients.

How to Make the Due Diligence Process More Efficient

Improve Your Practice with a 1-Degree Shift

Are You Using LinkedIn Properly?

Sara dives into tips and tricks you can use to best market your practice on social media. She explains that, when used properly, LinkedIn can be a great resource to find new clients.

Best Practices to Enhance your Practice Through Referrals

Preparation is Key

Changes to Expect from the Biden Administration

These changes could drastically affect the Exit Plans you are currently creating for your business owner clients. Be sure to stay up to date on each of the reforms and work through how to pivot your strategy so that your clients are not negatively affected.

The Longer Owners Delay, The Less Options They Have

Know Your Target Audience

Two Sides of The Same Coin: Mitigate Risk vs Building Value

Create a Partnership for Life

Provide More Value to Your Clients

The Arrival of the Silver Tsunami

Protecting Your Clients from Their Own Bad Decisions

Friction Among Family Members

Owning a family business can lead to some complications if you don’t address the issues head on.

When Children Are Not Interested in the Family Business

Jay goes on to explain that often children don’t want to take on the family business, especially in this day and age. Many children simply believe they just don’t have the entrepreneurial spirit their parents or grandparents once had. Jay was able to use a variety of the BEI tools and resources to create the right strategy for his business owner clients to come up with an alternative plan if they are unable to pass on the family business to their children.

What is Transferable Value?

What Is "The Gap"

In this podcast, Elizabeth Mower and John Brown discuss a variety of ways to bring up this tough but important discussion with your business owner clients. Learn how to highlight this common misalignment of resources that many business owners need to consider before they even think about a transition plan.

Planning for Forever Owners

You can still create an effective plan for owners that never want to sell. The key is asking the right questions to unveil what kind of relationship business owners currently have with the business and the relationship they want to have in the future. Then, outline the steps that they need to take to create the relationship they want. In this podcast, we take you step by step into creating an exit strategy for forever owners.

When to Start Planning an Exit

In this podcast, we discuss the different ways you can approach Exit Planning with your clients. Depending on your background and expertise, you can use other words and phrases to alleviate the intimidation of planning for the future. Succession planning, business planning, financial planning, and continuity planning are all other similar phrases you can use depending on your client’s main priorities. However you phrase it, you will need to get your clients planning early and long before the...

Connecting Brokers and Business Owners

The Unintended Consequences

Be Open to Change

Be Open to Change

When planning for your future, it is common that plans change. Over the years, your goals might shift, the vision for the business can change, you could experience a dramatic change in your family dynamics or key employees. There could even be a detrimental shift in the market. Regardless of the reason, your Exit Plan is a living, growing document that needs to be reviewed and potentially updated every few years.     In this podcast, John Brown and Elizabeth Mower discuss how, in their exp...

Utilize Your Resources

Feeling Out of Control

Closing the Gap

Help Your Clients Make Time for Planning

How Family Dynamics Can Change Without a Proper Succession Plan

Be Proactive, Not Reactive

"Tell Me More"

Discover Tax Minimization Techniques

Plan with the End in Mind

A Good Place to Start

Why We Don’t Plan

Effective Strategies to Motivate Owners to Begin the Planning Process

Create & Maintain Transferable Value

Avoiding an Unexpected Change of Heart

How to Avoid Common Family-Owned Business Challenges with Adequate Planning

What to Consider When Selling Your Company to Your Children

Supporting Struggling Owners Affected By The COVID-19 Crisis

Supporting Struggling Owners Affected By The COVID-19 Crisis with Tom Stewart

Sharing Your Exit Plan With All Parties Involved - Including Family Members

Addressing Attorney's Challenges With Family-Owned Businesses

The Importance of Business Analysis During Exit Planning

Challenges of Selling Your Family Business