BEGIN:VCALENDAR
VERSION:2.0
PRODID:-//Business Enterprise Institute - ECPv6.10.1.1//NONSGML v1.0//EN
CALSCALE:GREGORIAN
METHOD:PUBLISH
X-WR-CALNAME:Business Enterprise Institute
X-ORIGINAL-URL:https://exitplanwp.ituldev.com
X-WR-CALDESC:Events for Business Enterprise Institute
REFRESH-INTERVAL;VALUE=DURATION:PT1H
X-Robots-Tag:noindex
X-PUBLISHED-TTL:PT1H
BEGIN:VTIMEZONE
TZID:UTC
BEGIN:STANDARD
TZOFFSETFROM:+0000
TZOFFSETTO:+0000
TZNAME:UTC
DTSTART:20240101T000000
END:STANDARD
TZID:America/Denver
BEGIN:DAYLIGHT
TZOFFSETFROM:-0700
TZOFFSETTO:-0600
TZNAME:MDT
DTSTART:20250309T090000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0600
TZOFFSETTO:-0700
TZNAME:MST
DTSTART:20251102T080000
END:STANDARD
END:VTIMEZONE
BEGIN:VEVENT
DTSTART;TZID=UTC:20240711T080000
DTEND;TZID=UTC:20241015T170000
DTSTAMP:20260403T185752
CREATED:20241015T204746Z
LAST-MODIFIED:20241015T204746Z
UID:19812-1720684800-1729011600@exitplanwp.ituldev.com
SUMMARY:Unlocking an ESOP’s Potential
DESCRIPTION:Employee stock ownership plans are having a moment. From WSJ to 60 Minutes to some high-profile transactions\, these powerful M&A alternatives are in the zeitgeist. But when it comes to building a solid succession or exit plan\, buzz-worthiness is no substitute for a good fit.  \nSo\, when does it make sense to consider a leveraged ESOP?  \nDavid Blauzvern\, an award-winning advisor with CSG Partners\, will share the common use cases and metrics behind successful ESOP strategies. He’ll also explain how closely-held companies can maximize ESOP benefits as well as outline the costs and potential downsides of a typical transaction.  \nThis session is geared for advisors who have been introduced to ESOPs\, but who have yet to apply an employee ownership strategy in a real-world engagement.  \nLearning Objectives  \n\nAppreciate when ESOPs are good fits for private and family-owned companies \nIdentify scenarios and use cases that lend to effective ESOP strategies \nLearn how ESOP feasibility is assessed \nUnderstand the basic elements and costs of an ESOP transaction
URL:https://exitplanwp.ituldev.com/event/unlocking-an-esops-potential/
ATTACH;FMTTYPE=image/png:https://exitplanwp.ituldev.com/wp-content/uploads/2024/10/12.12-OBP-11.png
ORGANIZER;CN="BEI":MAILTO:events@exitplanning.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20241003T080000
DTEND;TZID=UTC:20241003T170000
DTSTAMP:20260403T185752
CREATED:20241015T205057Z
LAST-MODIFIED:20241015T205057Z
UID:19825-1727942400-1727974800@exitplanwp.ituldev.com
SUMMARY:Maximizing your Reach and Relevance with Business-Owning Clients
DESCRIPTION:Maximizing your Reach and Relevance with Business-Owning Clients\n\nAfter completing this webinar you will have client-facing tools and discussion points for connecting strategic capacity & business value analysis to the BEI exit planning process. You will also see a business growth & continuity analysis in action\, used for linking your services to client needs at the front end of the exit conversation.
URL:https://exitplanwp.ituldev.com/event/maximizing-your-reach-and-relevance-with-business-owning-clients/
LOCATION:Four Seasons\, Denver\, CO\, United States
ATTACH;FMTTYPE=image/png:https://exitplanwp.ituldev.com/wp-content/uploads/2024/10/9.13-disco-11.png
ORGANIZER;CN="BEI":MAILTO:events@exitplanning.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Denver:20250312T110000
DTEND;TZID=America/Denver:20250312T120000
DTSTAMP:20260403T185752
CREATED:20250306T204742Z
LAST-MODIFIED:20250306T204924Z
UID:21468-1741777200-1741780800@exitplanwp.ituldev.com
SUMMARY:Foundational Value Drivers for Exit Planning
DESCRIPTION:Foundational Value Drivers for Exit Planning\n\nValue drivers are essential characteristics that affect a company’s appeal to potential buyers. These drivers extend beyond just EBITDA and include factors such as risk\, sustainability\, and scalability. Different buyer groups prioritize these drivers in various ways. \n  \nIn this webinar with Mike Mills and David Lefere from LaGrey Capital\, learn how to use value drivers as a starting point for working with owners to create value in their businesses\, as well as how to tailor conversations about value with owners at different stages of their journey.
URL:https://exitplanwp.ituldev.com/event/foundational-value-drivers-for-exit-planning/
ATTACH;FMTTYPE=image/png:https://exitplanwp.ituldev.com/wp-content/uploads/2025/03/ESOP-Led-Family-Business-Succession-Announcement-5.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Denver:20250319T110000
DTEND;TZID=America/Denver:20250319T120000
DTSTAMP:20260403T185752
CREATED:20250313T150748Z
LAST-MODIFIED:20250314T192240Z
UID:21500-1742382000-1742385600@exitplanwp.ituldev.com
SUMMARY:BEI's National Technical Webcast - Third-Party Sales 201: Unique Deal Structures for Families and Key Employees\, Alternative Funding\, and Unique Terms
DESCRIPTION:Third-Party Sales 201: Unique Deal Structures for Families and Key Employees\, Alternative Funding\, and Unique Terms \nIn 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. \nKey Takeaways: \n\nInnovative 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.\nAlternative Funding Mechanisms: Discover non-traditional financing options that can be leveraged to support these unique deal structures\, minimizing financial strain and optimizing capital efficiency.\nCustomized 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.\n\nThis 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. \nDon’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.
URL:https://exitplanwp.ituldev.com/event/beis-national-technical-webcast-third-party-sales-201-unique-deal-structures-for-families-and-key-employees-alternative-funding-and-unique-terms/
CATEGORIES:Member Events
ATTACH;FMTTYPE=image/png:https://exitplanwp.ituldev.com/wp-content/uploads/2025/03/NTWC-Third-Party-Sales-201.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Denver:20250326T120000
DTEND;TZID=America/Denver:20250326T130000
DTSTAMP:20260403T185752
CREATED:20250313T151109Z
LAST-MODIFIED:20250314T192224Z
UID:21504-1742990400-1742994000@exitplanwp.ituldev.com
SUMMARY:Exit Planning Coaching Call
DESCRIPTION:
URL:https://exitplanwp.ituldev.com/event/exit-planning-coaching-call/
CATEGORIES:Member Events
ATTACH;FMTTYPE=image/png:https://exitplanwp.ituldev.com/wp-content/uploads/2025/03/Exit-Planning-Coaching-Call.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20250402T110000
DTEND;TZID=UTC:20250402T130000
DTSTAMP:20260403T185752
CREATED:20250313T151939Z
LAST-MODIFIED:20250403T155515Z
UID:21508-1743591600-1743598800@exitplanwp.ituldev.com
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
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Denver:20250409T110000
DTEND;TZID=America/Denver:20250409T120000
DTSTAMP:20260403T185752
CREATED:20250313T153207Z
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
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Denver:20250410T110000
DTEND;TZID=America/Denver:20250410T120000
DTSTAMP:20260403T185752
CREATED:20250313T150001Z
LAST-MODIFIED:20250404T162208Z
UID:21496-1744282800-1744286400@exitplanwp.ituldev.com
SUMMARY:Unlocking Growth: An Introduction to Owner Based Planning
DESCRIPTION:We’re excited to introduce Owner Based Planning (OBP)\, BEI’s newest and most powerful approach for helping business owners grow value\, minimize risk\, and ensure continuity—while creating more opportunities\, deeper client relationships\, and increased revenue for our members. \n  \nIn this month’s webinar\, BEI CEO Fletcher Brown walks you through the OBP process and shows how it can help you accelerate your sales cycle by taking business owners from discovery to revenue-generating solutions in just three meetings—positioning you to grow your own business value while delivering more impact to your clients.
URL:https://exitplanwp.ituldev.com/event/unlocking-growth-an-introduction-to-owner-based-planning/
CATEGORIES:Non-Member Events
ATTACH;FMTTYPE=image/png:https://exitplanwp.ituldev.com/wp-content/uploads/2025/03/Non-Member-Webinar-Unlocking-Growth-An-Introduction-to-Owner-Based-Planning.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Denver:20250416T110000
DTEND;TZID=America/Denver:20250416T120000
DTSTAMP:20260403T185752
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
ATTACH;FMTTYPE=image/png:https://exitplanwp.ituldev.com/wp-content/uploads/2025/03/NTWC-102-Tax-Implications-of-a-Third-Party-Sale.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Denver:20250423T110000
DTEND;TZID=America/Denver:20250423T120000
DTSTAMP:20260403T185752
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
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Denver:20250507T110000
DTEND;TZID=America/Denver:20250507T120000
DTSTAMP:20260403T185752
CREATED:20250402T172955Z
LAST-MODIFIED:20250403T155303Z
UID:21565-1746615600-1746619200@exitplanwp.ituldev.com
SUMMARY:NTWC 101: 6 Ways to Transfer to Insiders: A Beginner's Guide
DESCRIPTION:Unlock the Essentials of Insider Business Transitions \nAre 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. \nIn this session\, you’ll learn: \nThe 6 primary methods for transferring ownership to insiders \nKey benefits and risks associated with each option \nHow to assess which strategy best fits your goals and company structure \nPractical examples to help you visualize real-world applications \nCommon pitfalls to avoid in the early planning stages \nWhether 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.
URL:https://exitplanwp.ituldev.com/event/ntwc-101-6-ways-to-transfer-to-insiders-a-beginners-guide/
CATEGORIES:Member Events
ATTACH;FMTTYPE=image/png:https://exitplanwp.ituldev.com/wp-content/uploads/2025/03/NTWC-101-One-Speaker-6-Ways-to-Transfer-to-Insiders.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Denver:20250521T110000
DTEND;TZID=America/Denver:20250521T120000
DTSTAMP:20260403T185752
CREATED:20250402T173200Z
LAST-MODIFIED:20250403T174953Z
UID:21568-1747825200-1747828800@exitplanwp.ituldev.com
SUMMARY:NTWC 201: Navigating Insider Transfers: Techniques\, Advisors\, Financial and Income Tax Factors
DESCRIPTION:Ready to take a deeper dive into transferring your business to insiders? NTWC 201 builds on the foundational concepts of NTWC 101 and equips you with advanced strategies to successfully plan and execute an insider transfer. \nIn this intermediate-level webinar\, you’ll explore: \nA closer look at transfer techniques beyond the basics \nHow to strategically select and coordinate the right team of advisors \nFinancial structures and tools that support a sustainable transition \nIncome tax considerations that can make or break your plan \nReal-life scenarios that illustrate both successful and failed transitions \nThis session is ideal for business owners who are actively planning an insider transfer or advisors supporting such transitions. Gain actionable insights to help protect your legacy\, preserve company value\, and optimize the deal for all parties involved.
URL:https://exitplanwp.ituldev.com/event/ntwc-201-navigating-insider-transfers-techniques-advisors-financial-and-income-tax-factors/
ATTACH;FMTTYPE=image/png:https://exitplanwp.ituldev.com/wp-content/uploads/2025/03/NTWC-201-Navigating-Insider-Transfers.png
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20250923
DTEND;VALUE=DATE:20250925
DTSTAMP:20260403T185752
CREATED:20250307T181708Z
LAST-MODIFIED:20250403T155202Z
UID:21473-1758585600-1758758399@exitplanwp.ituldev.com
SUMMARY:BEI National Exit Planning Conference 2025
DESCRIPTION:BEI National Exit Planning Conference 2025\n September 23-24\n\n\n\n\n\n\n\n\n\n\n\n\n\nExclusive pre-conference workshops Sep 22\n  \nEarly bird pricing through May 31!\nRegister now \n  \nClimbing Higher: Elevate Your Exit Planning Practice\nAt BEI National Exit Planning Conference 2025\, we’re empowering advisors to reach new heights in their Exit Planning practices. This event will offer fresh insights\, strategies\, and tools—including new client offerings from BEI—that equip advisors to guide business owners through the Exit Planning process with greater confidence and clarity. From innovative solutions designed to deepen client engagement to resources that streamline implementation\, you’ll gain new insights and leverage expert tools to elevate your Exit Planning or Owner Based Planning practice. Whether you’re in the driver’s seat or collaborating alongside your clients\, you’ll learn how to navigate complex challenges\, seize opportunities\, and enhance your role as a trusted advisor. \n  \n\n\nThis year’s pre-conference workshops include two tracks featuring exclusive case-studies: \n\nOwner Based Planning – Explore case-studies leveraging this strategic framework designed to help advisors guide business owners through building value\, minimizing risk\, and ensuring continuity.\nCExP™ – Take a deep dive into Exit Planning case studies and explore plan design and implementation with a mix of advisors across specialties.\n\n  \nJoin us to climb higher together\, unlocking the full potential of your practice and the businesses you serve. \n\nWe look forward to seeing you there!
URL:https://exitplanwp.ituldev.com/event/exitcon2025/
LOCATION:Ritz-Carlton Denver\, 1881 Curtis Street\, Denver\, Colorado\, 80202
CATEGORIES:Conference
ATTACH;FMTTYPE=image/png:https://exitplanwp.ituldev.com/wp-content/uploads/2025/03/Exit-Planning-Conference.png
ORGANIZER;CN="BEI":MAILTO:events@exitplanning.com
END:VEVENT
END:VCALENDAR