From Learners to Exit Planning Leaders with BEI

As an advisor to business owners, you know the importance of helping your clients plan for the future. At BEI, we understand having the passion you have to help your clients reach their post-exit goals. Additionally, we believe that the way to position yourself as an indispensable advisor is two-fold: gaining the knowledge and expertise to inform your advice, and having the tools and framework that will guide the Exit Plan to successful execution.

Join us for a free webinar that focuses on how a partnership with BEI will not only help you build deeper relationships with your clients, but will also provide the resources to create, adapt, and execute an Exit Plan from start to finish.

Doug Easton, BEI’s Practice Development Specialist with nearly 15 years of experience, will share:

• Proven strategies to kickstart the discovery and client engagement process
• How to access the tools needed to build a relevant, client-focused marketing plan for your practice
• An introduction to BEI’s planning software designed to create custom planning solutions and a repeatable process
• Answers to all your Exit Planning questions!

Register and join us Wednesday, June 28 at 1pm ET.