Keep Planning Momentum

Sometimes taking baby steps to get to the finish line is easier than one giant leap. In this webinar, we discuss how to motivate procrastinating business owner clients to take action toward their goal of exiting their businesses through the process of phased planning.  

Gain momentum with your clients with the assistance of some BEI’s tools and resources including:

• Business Continuity Instructions 
• Gap Analysis 
• Updated Financial Plan 
• Estate Plan Review 
• Insurance Review 
• Fee Estimation