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SUMMARY:NTWC 101-Legal Mechanics of a Third-Party Sale
DESCRIPTION:Unlock the secrets of successful third-party sales in our exclusive virtual workshop: “NTWC 101 – Navigating the Legal Mechanics of a Third-Party Sale: A Vibrant Roadmap”. \nIn just one hour\, you’ll gain invaluable insights into: \n\nCorporate housecleaning essentials\nSelecting the right advisors\nCrafting bulletproof NDAs and LOIs\nPreparing a comprehensive data room\nNegotiating key agreements\nManaging post-closing challenges\n\nDon’t miss this opportunity to transform your understanding of third-party sales. Join us to learn how to navigate the vibrant landscape of legal intricacies and set yourself and your clients up for a successful transaction. Whether you’re considering a sale or just want to be prepared for future opportunities\, this workshop is your first step towards mastering the art of third-party sales. \nRegister now and embark on your journey to becoming a third-party sale expert!
URL:https://exitplanwp.ituldev.com/event/ntwc-101-legal-mechanics-of-a-third-party-sale/
CATEGORIES:Member Events
ATTACH;FMTTYPE=image/png:https://exitplanwp.ituldev.com/wp-content/uploads/2025/03/NTWC-101-Legal-Mechanics-of-a-Third-Party-Sale.png
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DTSTART;TZID=America/Denver:20250409T110000
DTEND;TZID=America/Denver:20250409T120000
DTSTAMP:20260523T113551
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LAST-MODIFIED:20250407T194433Z
UID:21526-1744196400-1744200000@exitplanwp.ituldev.com
SUMMARY:OBP Inaugural Coaching Call
DESCRIPTION:Exclusive Member Event\nThe Future of Business Planning Starts Now\nWe’re thrilled to introduce Owner Based Planning (OBP)—BEI’s most powerful approach yet for helping business owners grow value\, reduce risk\, and ensure continuity. Even better? OBP creates more meaningful opportunities\, stronger client relationships\, and increased revenue for advisors like you. \nIn this month’s exclusive webinar\, BEI CEO Fletcher Brown will walk you through the OBP framework and show you how to accelerate your sales cycle—guiding owners from discovery to revenue-generating solutions in just three focused meetings. It’s a game-changer for both your clients and your practice. \nWhy OBP Works:\n\nFocus on What Owners Value Most\nOBP addresses growth\, risk\, and continuity before diving into exit planning—making it more relevant and actionable from day one.\nSimplify Complex Conversations\nPowered by BEI’s PlanIt assessment tools\, OBP helps you uncover opportunities\, deliver tailored recommendations\, and quickly move owners into high-value engagements.\nGet the Support You Need to Succeed\nAs a BEI Member\, you’ll get access to weekly coaching emails\, monthly strategy calls\, and exclusive resources to make OBP an integral part of your business.\n\nThis is your chance to level up your advisory game\, engage more owners\, and grow your firm—smarter and faster. \n  \nNot a BEI Member yet?\nDiscover how a BEI membership can elevate your practice at exitplanning.com/licenses or reach out to info@exitplanning.com for more information.
URL:https://exitplanwp.ituldev.com/event/obp-coaching-call-2/
CATEGORIES:Member Events
ATTACH;FMTTYPE=image/png:https://exitplanwp.ituldev.com/wp-content/uploads/2025/03/OBP-Coaching-Call.png
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DTSTART;TZID=America/Denver:20250416T110000
DTEND;TZID=America/Denver:20250416T120000
DTSTAMP:20260523T113551
CREATED:20250313T152701Z
LAST-MODIFIED:20250403T155419Z
UID:21518-1744801200-1744804800@exitplanwp.ituldev.com
SUMMARY:NTWC 201 – Tax Implications of a Third-Party Sale
DESCRIPTION:Don’t miss our upcoming hour-long virtual workshop on the critical tax implications of third-party sales. \nThis essential session will cover: \n\nStructuring deals for optimal tax outcomes\nAsset vs. stock sale strategies\nMaximizing capital gains treatment\nLeveraging Code Section 1202 exclusions\nPre-transaction estate planning techniques\nTiming considerations for wealth transfer\n\nLearn how to navigate complex tax scenarios\, minimize IRS challenges\, and potentially save your client millions in taxes. Whether you’re considering a sale now or in the future\, this workshop will equip you with valuable insights to protect hard-earned wealth. Join us to gain the knowledge you need to make informed decisions and maximize the value in a business exit.
URL:https://exitplanwp.ituldev.com/event/obp-coaching-call/
CATEGORIES:Member Events
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DTSTART;TZID=America/Denver:20250423T110000
DTEND;TZID=America/Denver:20250423T120000
DTSTAMP:20260523T113551
CREATED:20250402T161731Z
LAST-MODIFIED:20250407T194531Z
UID:21563-1745406000-1745409600@exitplanwp.ituldev.com
SUMMARY:Exit Planning Coaching Call
DESCRIPTION:Join Us for an Exclusive BEI Member Session\nIn this interactive session\, we’ll dive deep into the Exit Planning process with a step-by-step walkthrough of each key meeting. You’ll have the opportunity to get your questions answered\, explore proven best practices\, and gain practical insights you can immediately apply with your clients. \nThis is also a great chance to build connections\, share experiences\, and collaborate with fellow professionals who are equally passionate about helping business owners plan successful exits. \nCome ready to learn\, connect\, and elevate your impact as an exit planning advisor! \n  \nWant to learn more about becoming a BEI Member? \nDiscover how a BEI membership can elevate your practice at exitplanning.com/licenses or reach out to info@exitplanning.com for more information.
URL:https://exitplanwp.ituldev.com/event/exit-planning-coaching-call-2/
CATEGORIES:Member Events
ATTACH;FMTTYPE=image/png:https://exitplanwp.ituldev.com/wp-content/uploads/2025/03/Exit-Planning-Coaching-Call-2.png
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