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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
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DTSTART;TZID=America/Denver:20250521T110000
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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/
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DTSTART;VALUE=DATE:20250923
DTEND;VALUE=DATE:20250925
DTSTAMP:20260403T204353
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
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ORGANIZER;CN="BEI":MAILTO:events@exitplanning.com
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