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Patching Holes in Business Continuity Plans
White Paper
For many of your business owner clients, business-continuity planning is comprised of creating a buy-sell agreement early in the company's existence and filing it away. Unfortunately, on it's own, your client's buy-sell agreement may be too simplistic to handle the complexities of exiting their business in style. This white paper discusses common holes present in both business-continuity planning as a whole and more specifically buy-sell agreements. 
"What If" Exit Planning for Your Business Clients
Blog Post
As an Exit Planning advisor, helping your clients to prepare for the unexpected with continuity plans is key for covering the bases of any unforeseen business challenges.
Business Continuity Planning
White Paper
For many of your business owner clients, business continuity planning means simply signing a buy-sell agreement early in the company’s life and filing it away. As we know, most buy-sell agreements cannot support an owner’s primary exit goals; namely, selling the business when they want, for the amount they want, and to the successor they choose. This White Paper discusses common deficiencies in both business continuity plan and buy-sell agreements and suggests remedies to support your clients.
Are Business Valuations Really Necessary?
White Paper
When you suggest to your business owner clients that they secure a business valuation, you will likely hear one or more of the following, sometimes valid objections: cost, relevance, and timing. This white paper discusses several business valuation methods (and costs, if any) and explains why and when accurate valuations are essential. 
Business Continuity Planning For Sole-Owner Businesses
White Paper
Owning a business without co-owners can be great: Your clients get to make all the final decisions and reap all of the profits. But sole ownership has its disadvantages. One of the biggest is that, without a successor owner standing in the wings, your client's business may not continue if something happens to them. This White Paper reviews a common sole-owner-die scenario and provides guidance on how to help your client successfully plan their future. 
Good Questions Drive Better Exit Planning Conversations
Blog Post
Exit Planning Advisors must ask targeted questions in order to have effective conversations with current and prospective business owner clients. 
Exit Planning To-Do #1: Write it Down!
Blog Post
It’s critical that as an Exit Planning Advisor, you simplify the owner’s Exit Planning to-do list by having them start the process by writing their plans down. Written plans have major benefits if done properly and if the right items are included. 
Make the Most of the Initial Exit Planning Meeting
Blog Post
As an Exit Planning advisor, having that all-important initial conversation about your client’s exit strategy is essential to protect their legacy, reach exit goals and enable successful continuation of the business after the exit. 
Building Engagement & Advisor Teams One Step at a Time
Blog Post
In this blog, we sit down with BEI Member, Eddie Drescher, Financial Advisor with Haycox Financial Group, to discuss lessons learned through Exit Planning, the importance of the first Exit Planning engagement, and how he develops his team of advisors.  
Understanding Business Risks
White Paper
It’s a fact of doing business that your clients and their businesses face a host of risks every day. In today’s insurance environment, almost any risk that can be quantified can be insured. In this White Paper we outline risks in these five categories and make the case that the consequences of these risk events increase as your clients near their exit. Reviewing business risks—and the consequences of inaction— with business owners can be the difference between their successful exit from their business and no exit at all.