Member Events

Third-Party Sales 201: Unique Deal Structures for Families and Key Employees, Alternative Funding, and Unique Terms In this NTWC LaGrey will delve into specialized deal structures that cater to family-owned businesses and key employees, offering insights into alternative funding mechanisms and unique contractual terms. Key Takeaways: Innovative Deal Structures: Learn about tailored transaction frameworks that facilitate the transfer of ownership to family members or key employees, ensuring business continuity and legacy preservation. Alternative Funding Mechanisms: Discover non-traditional financing options that can be leveraged to support these unique deal structures, minimizing financial strain and optimizing capital efficiency. Customized Contractual Terms: Understand how to negotiate and implement unique terms that align with the specific goals and dynamics of your business and its key stakeholders. This webinar is presented by LaGrey, an investment bank headquartered in Grand Rapids, MI, specializing in merger and acquisition advisory services for lower middle market companies throughout the country. Their team is comprised of professionals with extensive experience as legal advisors, financial analysts, as well as former business owners who have successfully operated and exited their own ventures. They employ a collaborative approach to help owners achieve their strategic objectives and maximize enterprise value, ultimately providing your clients with liquidity and freedom. Don't miss this opportunity to equip yourself with the knowledge and strategies necessary for a successful third-party sale. Register now to secure your spot in this valuable session.

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". In just one hour, you'll gain invaluable insights into: Corporate housecleaning essentials Selecting the right advisors Crafting bulletproof NDAs and LOIs Preparing a comprehensive data room Negotiating key agreements Managing post-closing challenges Don'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. Register now and embark on your journey to becoming a third-party sale expert!

Exclusive Member Event The Future of Business Planning Starts Now We’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. In 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. Why OBP Works: Focus on What Owners Value Most OBP addresses growth, risk, and continuity before diving into exit planning—making it more relevant and actionable from day one. Simplify Complex Conversations Powered by BEI’s PlanIt assessment tools, OBP helps you uncover opportunities, deliver tailored recommendations, and quickly move owners into high-value engagements. Get the Support You Need to Succeed As 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. This is your chance to level up your advisory game, engage more owners, and grow your firm—smarter and faster.   Not a BEI Member yet? Discover how a BEI membership can elevate your practice at exitplanning.com/licenses or reach out to info@exitplanning.com for more information.

Don't miss our upcoming hour-long virtual workshop on the critical tax implications of third-party sales. This essential session will cover: Structuring deals for optimal tax outcomes Asset vs. stock sale strategies Maximizing capital gains treatment Leveraging Code Section 1202 exclusions Pre-transaction estate planning techniques Timing considerations for wealth transfer Learn 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.

Join Us for an Exclusive BEI Member Session In 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. This 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. Come ready to learn, connect, and elevate your impact as an exit planning advisor!   Want to learn more about becoming a BEI Member? Discover how a BEI membership can elevate your practice at exitplanning.com/licenses or reach out to info@exitplanning.com for more information.

Unlock the Essentials of Insider Business Transitions Are you a business owner beginning to explore how to transfer your company to insiders—like family members, key employees, or co-owners? Join us for NTWC 101, a foundational webinar designed to demystify the process and outline six strategic options for internal transitions. In this session, you'll learn: The 6 primary methods for transferring ownership to insiders Key benefits and risks associated with each option How to assess which strategy best fits your goals and company structure Practical examples to help you visualize real-world applications Common pitfalls to avoid in the early planning stages Whether you're just starting to think about a transition or want to lay the groundwork for a future plan, this beginner-friendly session will equip you with the knowledge and confidence to take your first step.