Gain more clients and more revenue per client by successfully engaging business owners in your Exit Planning Process. Using BEI's client engagement materials, you can effectively market your Exit Planning expertise, and establish the need for Exit Planning to your prospective and existing clients.
The Exit Planning Path Finder Tool offers you a less formal approach to mapping your Exit Planning conversation with a business owner. Use the Path Finder to lead a prospective Exit Planning client through a series of questions designed to uncover the business owner's hopes, dreams, concerns, frustrations, and preparedness.
The Exit Planning Marketing Brochure is a small, tri-fold piece that gives you a basic overview of the benefits of Exit Planning.
Discover what you need to know about a business owner to move the Exit Planning conversation forward by using the Exit Planning Brochure. This five to seven-minute exercise gives the business owner the opportunity to tell you something about his or her concerns and priorities.
The Exit Planning Workbook provides you a structured approach to learning about your prospective client. The Workbook presents a series of questions, organized in groups, based on The Seven Step Exit Planning Process™. You can then use the online Assessment Tool to create a visual summary of the business owner’s understanding of the critically important issues connected to planning for the future.
The BEI Discussion Sheets are produced in sets of seven unique, brandable pieces. Each sheet explains a particular element of The Seven Step Exit Planning Process.
Use these best-selling Exit Planning books to introduce your business-owner clients to a proven Exit Planning process. Case studies and assessments explain how to set actionable exit goals, create and preserve business value, and choose which of the four exit paths is best for you.
How To Run Your Business So You Can Leave It In Style
Exit Planning: The Definitive Guide
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