Latest Past Events

Foundational Value Drivers for Exit Planning

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.

Maximizing your Reach and Relevance with Business-Owning Clients

Four Seasons Denver

Maximizing your Reach and Relevance with Business-Owning Clients After 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.

2024 BEI National Conference

Four Seasons Denver

Immerse yourself in a unique blend of diverse and collaborative content, found nowhere else. Engage in interactive sessions offering best practices, strategies, and real success stories tailored to your interests. Delve into insightful panels and roundtable discussions focused on your preferred topics. But that’s not all! In addition to our main event, enjoy exclusive bonus opportunities: Schedule an interview to be featured on our renowned podcast, Why We Plan. Connect with conference sponsors, gaining access to valuable resources for your firm. Participate in BEI Virtual Practice Groups or meet your group in person during the event. Experience live, personalized demonstrations of PlanIt and other cutting-edge BEI Tools. Don’t settle for anything less than exceptional. Join us for an unforgettable journey that will elevate your practice to new heights.