Scripts, Questions, and PowerPoints

This resources for BEI Members provides members with Scripts, Questions, and PowerPoints involving exit planning conversations.

Many BEI Members are comfortable getting the exit planning conversation started and speaking about the many facets of the Exit Planning diamond. Others are a bit more hesitant and would prefer working from a prepared script or other resource. The following articles, lists, and PowerPoints should give those Members plenty of material to work from.

A word of caution: please don’t memorize a lengthy monologue to present to an audience like a Broadway play. You will sound rehearsed and wooden and could lose credibility with your client. Instead, take the words BEI offers and mold them to fit your personality and presentation style. You will come across much more natural and convincing.

Broaching the Subject of Exit Planning

https://my.exitplanning.com/article/broaching-subject-exit-planning

Getting In Front of Clients: The 1/5/1 Script

https://my.exitplanning.com/article/getting-front-clients-151-script

Exit Planning Executive Briefing PowerPoint

https://my.exitplanning.com/article/exit-planning-workshopseminarwebinar-materials-executive-briefing-slides-scripts-more

Value Driver Executive Briefing & Strategies to Build Your Business Value PowerPoint

https://my.exitplanning.com/article/value-driver-workshopseminarwebinar-materials-executive-briefing-slides-more

Phrase That Pays

https://my.exitplanning.com/article/value-exit-planningthe-phrase-pays

Exit Planning Basics: Common Questions and Realistic Responses

https://my.exitplanning.com/article/exit-planning-basics-common-questions-and-realistic-responses