Foundational Value Drivers for Exit Planning
2025-03-12 11:00 - 12:00 (America/Denver)
Foundational Value Drivers for Exit Planning

Value 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.

In 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.

BEI's National Technical Webcast - Third-Party Sales 201: Unique Deal Structures for Families and Key Employees, Alternative Funding, and Unique Terms
2025-03-19 11:00 - 12:00 (America/Denver)
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.

Exit Planning Coaching Call
2025-03-26 12:00 - 13:00 (America/Denver)

NTWC 101-Legal Mechanics of a Third-Party Sale
2025-04-02 11:00 - 13:00 UTC
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!

OBP Inaugural Coaching Call
2025-04-09 11:00 - 12:00 (America/Denver)
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.

Unlocking Growth: An Introduction to Owner Based Planning
2025-04-10 11:00 - 12:00 (America/Denver)
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.

In 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.

NTWC 201 – Tax Implications of a Third-Party Sale
2025-04-16 11:00 - 12:00 (America/Denver)
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.

Exit Planning Coaching Call
2025-04-23 11:00 - 12:00 (America/Denver)
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.

NTWC 101: 6 Ways to Transfer to Insiders: A Beginner's Guide
2025-05-07 11:00 - 12:00 (America/Denver)
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.

NTWC 201: Navigating Insider Transfers: Techniques, Advisors, Financial and Income Tax Factors
2025-05-21 11:00 - 12:00 (America/Denver)
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.
In this intermediate-level webinar, you’ll explore:
A closer look at transfer techniques beyond the basics
How to strategically select and coordinate the right team of advisors
Financial structures and tools that support a sustainable transition
Income tax considerations that can make or break your plan
Real-life scenarios that illustrate both successful and failed transitions
This 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.

BEI National Exit Planning Conference 2025
2025-09-23 - 2025-09-24 | Ritz-Carlton Denver, 1881 Curtis Street, Denver, Colorado, 80202
BEI National Exit Planning Conference 2025
September 23-24

Exclusive pre-conference workshops Sep 22

Early bird pricing through May 31!
Register now

Climbing Higher: Elevate Your Exit Planning Practice
At 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.

This year’s pre-conference workshops include two tracks featuring exclusive case-studies:

Owner Based Planning – Explore case-studies leveraging this strategic framework designed to help advisors guide business owners through building value, minimizing risk, and ensuring continuity.
CExP™ – Take a deep dive into Exit Planning case studies and explore plan design and implementation with a mix of advisors across specialties.

Join us to climb higher together, unlocking the full potential of your practice and the businesses you serve.

We look forward to seeing you there!
