Broker Check

The BEI Seven Step Exit Planning Process is a comprehensive approach to helping business owner clients plan for a successful future in which they transfer their ownership of a business at the time they want, for the money they need, to the person they choose.

The Seven Steps include:

  1. Identify Owner Objectives
  2. Quantify Business & Personal Financial Resources
  3. Maximize & Protect Business Value
  4. Sale of Ownership to a Third Party
  5. Ownership Transfers to Insiders
  6. Business Continuity
  7. Personal Wealth & Estate Planning

BEI teaches an "owner-centric" process in which all planning issues that you uncover and all solutions that you offer are included within these seven steps and are addressed by the Exit Planning Process.