Growing & Protecting Business Value with BEI

6.21.23 webinar

 

You've helped your business owner clients set goals for the day they leave their businesses, quantified their resources today and gathered the financial data on what resources are needed on the day they exit.  Now what?  It's time to take action! As your clients’ most trusted advisor, you have the tools and knowledge to help owners with bridging the gap between where they are today to where they need to be in order to exit their businesses with financial security. 


Join us for this free webinar that focuses on Step 3 of the Exit Planning Process that involves growing and protecting business value while minimizing risk. Plus, we’ll share tips and resources that will support you in creating and executing Exit Plans for your clients.  

Learning Objectives: 

  • Efficiently grow and protect business value while minimizing risk
  • Develop a consistent process
  • Provide a comprehensive Exit Plan unique to each individual owner