Exit Planning like a Pro:

Process, Priorities & Timelines  

Join us for a brand-new webinar with the CEO of BEI, Jared Johnson, and special guest, Fletcher Brown, for an interview-style presentation that dives deep into a proven Exit Planning Process, from beginning to end. Fletcher will talk through his experience working alongside advisors, for advisors, and directly with business owners that ultimately led to a proven process for the discovery and engagement, plan design, and implementation phases.  

In this presentation, Fletcher will map out a path to take with your clients, as well as share real-life insights and experiences. Tune in to learn:  

• Ways to gauge a client’s desire to engage in a plan  
• How to break up an engagement into three major phases with their own timelines  

• Fee structures based on complexity of the needs of the business owner 
• How to use BEI assessments and tools to create customized recommendations and deliverables 
• Methods of overcoming critical challenges of both owners and advisors  
• How to narrow in on priorities and map out a timeline that works for everyone involved in the planning process  
• How to establish expectations around time, meetings, and fees during each phase and how to stay on track with them 

From discovery to implementation, each phase has many steps involved in the process and it’s the advisor’s role to make sure objectives stay on track. Join us as we’ll spend just one hour breaking down the process into manageable steps and allowing for your questions about building a surefire framework to take back to your clients.  

Tuesday, April 25 at 12:00pm ET