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68. How to Level-Up Your Exit Planning Game with John Brown of BEI (Business Enterprise Institute, Inc.)
Manage episode 353569913 series 3285149
I’ve been working with family businesses for the last 17 years. And since then, I’ve developed relationships with business owners who became my personal clients.
As I learned about the intricacies of the business and how important business continuity is for these owners, I’ve put together my own system in order for me to help them.
Today, I’m sharing the interview I had on Why We Plan: A Podcast For Exit Planners and Business Owners with host and BEI Founder John Brown. I shared my story of how I got into Exit Planning and how the BEI 7-Step Exit Planning Process™ and access to a network of seasoned professionals have made a world of difference to my clients and their businesses.
I also talked about:
(01:20) What got me interested in Exit Planning
(02:24) What I really love about BEI
(04:07) The first step of the exit planning process
(04:39) What most advisors aren’t aware of about exit planning
(08:01) The core of my business
Connect with BEI
Websites https://www.exitplanning.com/
LinkedIn: https://www.linkedin.com/company/business-enterprise-institute/
Twitter: @BEIexitplanning
Facebook https://www.facebook.com/BEIexitplanning
Youtube: https://www.youtube.com/user/ExitPlanningExperts
Phone: (888) 206 - 3009 - Toll-Free
(303) 321 - 2242
Connect with John Brown
Websites: Exit Planning for Advisors
LinkedIn: https://www.linkedin.com/in/johnhbrown/
Connect With Matt DiFrancesco:
(814)201-5855
LinkedIn: Matt DiFrancesco
LinkedIn: High Lift Financial
Facebook: High Lift Financial
About BEI:
Business Enterprise Institute, Inc. (BEI) is an organization that provides business advisors the tools to help them differentiate their practice and provide better solutions to clients. They offer comprehensive Exit Planning training, marketing support, and plan-creation tools,
For over 25 years BEI has helped advisors build deeper relationships with clients and have provided resources to help business owner clients reach their goals.
About John Brown:
For over 30 years, JOHN H. BROWN has skillfully guided hundreds of business owners through the most important financial (and emotional) transaction of their lives: the exit from their companies.
Today, John Brown is the founder of Business Enterprise Institute Inc. (BEI). He created the BEI 7-Step Exit Planning Process™ and successfully tested it on hundreds of his own business-owner clients.
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