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Business Exit Planning

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phone (877) 695-2102

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November 2018

Getting On The Right Track To Buy or Rent? Your Results May Vary Smart Giving Remembering What You Already Forgot   Download PDF File Here
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October 2018

The Deception of the Ledger Life After Driving: An Overlooked Phase of Retirement In America, Anyone Can Borrow Like a President (But Should They?) Who's In Your Dunbar Number?   Download PDF File Here
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244 Hits
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Life Insurance for Estate Equalization

Most family business owners wish to see the business continue on for generations. Unfortunately, this is more the exception than the rule.    Download PDF File Here
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611 Hits
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September 2018

The Antidote for Irritationality Keep Saving "Alive" During A Disability The Backstory for "Buying The Farm" Empty Nest Catch-Up Plans   Download PDF File Here
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352 Hits
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Business Exit Planning - Advisory Board 06/13/2018

​The Business Exit Advisory Board was founded in 2014 with the idea to help business owners grow and exit their business. Having a team of experts helps cut down the processing time, reduces the cost, and increases your chances of a successful transfer. Have an experienced attorney, CPA, business valuator and certified exit planner in one room will...
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254 Hits
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Business Exit Planning - Advisory Board 11/29/2017

​The Business Exit Advisory Board was founded in 2014 with the idea to help business owners grow and exit their business. Having a team of experts helps cut down the processing time, reduces the cost, and increases your chances of a successful transfer. Have an experienced attorney, CPA, business valuator and certified exit planner in one room will...
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291 Hits
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Business Exit Planning - Advisory Board 03/29/2017

​The Business Exit Advisory Board was founded in 2014 with the idea to help business owners grow and exit their business. Having a team of experts helps cut down the processing time, reduces the cost, and increases your chances of a successful transfer.  Have an experienced attorney, CPA, business valuator and certified exit planner in one roo...
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  362 Hits
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362 Hits
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Business Exit Planning - Advisory Board 09/07/2016

​The Business Exit Advisory Board was founded in 2014 with the idea to help business owners grow and exit their business. Having a team of experts helps cut down the processing time, reduces the cost, and increases your chances of a successful transfer. Have an experienced attorney, CPA, business valuator and certified exit planner in one room will...
Continue reading
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275 Hits
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August 2018

Is It Time to Flip the Script? Keeping Permanent Life Insurance Permanent College Knowledge: 136 Names for Student Loans That's Funny (And True).   Download PDF File Here
  283 Hits
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283 Hits
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July 2018

On Fire For Retirement Paid-Up Whole Life Insurance- With Just One Payment Are Your Vital Records Certified? Business Built to Survive Creative Destruction   Download PDF File Here
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293 Hits
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June 2018

​R esist the Fan's Expertise Employees Want Their Pensions Back What's the Real Price of R etirement? Is Care-giving  In Your Fina ncial Future?     Download PDF File Here
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382 Hits
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May 2018

​ 'Guaranteed' is Better than 'Safe' ​ Taxes: The Obvious and Not-So-Obvious ​ Non-Can: A Term You Need to Know ​ You Should Be a Rate-Shopper   Download PDF File Here
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362 Hits
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April 2018

  "If We Hurry..." ​ The Real-Life Story-Song of Harry Chapin ​ If You're One of the 10%, Cool. If Not, Keep Working. ​ CSRs Are Not Financial Professionals   Download PDF File Here
  353 Hits
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353 Hits
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March 2018

Re-Inventing Personal Finance Auto-Enrollment: A "Nudge" Toward More Debt? "Too Late Smart" About Life Insurance? Three Steps to Preventing The Lost Estate Plan   Download PDF File Here
  313 Hits
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313 Hits
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February 2018

Who Passes Up a 400 Percent Return? The Tension between Opportunities and Guarantees Tax Management Can Be a Financial Emergency   Download PDF File Here
  316 Hits
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316 Hits
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January 2018

College Education v. Debt and Savings Unintended Consequences: 401(k)s Clobber the Best Savers Term Life Insurance: It's Not So Simple   Download PDF File Here
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337 Hits
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Top 10 Deal Pitfalls

This white paper describes 10 deal pitfalls (in no particular order) that each have the capability to derail a deal, some more effectively than others. All of these pitfalls are fairly common, although some owners are prone to fall into more pits than others. As you examine this list, you will notice that all of the deal pitfalls are owner failures. It is rare that a financial or legal glitch is so significant that it can not be overcome by an owner's transaction advisory team. Before and throughout your Exit Planning Process, refer to each of these pitfalls to assure that you don't fall into the. Avoiding these pitfalls will allow a smooth exit on your terms. 

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Business Growth by Acquisition

This white paper is dedicated to the owner seeking to exit his or her business in style. Acquiring other businesses is a tool that business owners use when growing their own businesses. The operative word is growing since the purpose of growing your business through acquisition is to increase the value of your existing business.

Recall the first three Steps of The BEI Seven Step Exit Planning Process:
1. Set Exit Objectives
2. Determine the value of your business
3. Increase the value of your business

This white paper will help you accomplish Step Three.

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419 Hits
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December 2017 Newsletter

Better Benchmarks for Financial Balance!  While every personal economy is different, key aspects of successful wealth management can be articulated with simple benchmarks which, if followed, give you a solid chance of surviving or thriving under most circumstances. Many of the personal finance metrics still in use today trace their origins to ...
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339 Hits
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November 2017 Newsletter

How would you pay $50,000 in medical bills, due over the next six months? Much of the planning in personal finance is focused on the future, like how much needs to be saved to retire, and how much of what's saved can actually be spent. But the future has a slim chance of coming to fruition if the financial challenges of the present aren't adeq...
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381 Hits
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