Engaging owners to address their biggest challenge is the premise and promise of Owner-Based Planning (OBP ..read more

After decades spent working with both advisors and owners, we’ve found that advisors who want to represent owners make two fundamental mistakes in approach ..read more

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Explore engagement opportunities with sole owners—those without partners or co-shareholders – and how to kickstart planning with business continuity ..read more

In the realm of business exits, understanding the psychological mindset of business owners is paramount for professional advisors ..read more

It’s Super Bowl Weekend! As the San Francisco 49ers get ready to take on the reigning champs in the Kansas City Chiefs, business owners around the country are looking to exit their businesses, but might not have the right resources to reach all of their goals at the time of their exit. Boost business exits with a Super Bowl plan: Form an elite advisor team, focusing on expertise, early strategy, and execution for a seamless transition ..read more

Owners focus on growing their companies and forget business risk. We suggest advisors share the importance of having a professional review existing coverage ..read more

Collaborative expertise can lead to a remarkable increase in business value. In today’s evolving business world, the synergy of collective knowledge isn’t just beneficial – it’s essential ..read more

BEI’s Owner-Based Planning (OBP) is a suite of training, marketing tools & deliverables that equips you to help business owners grow and protect business value ..read more