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Owner Based Planning

A strategic process for growing business value, minimizing risk, and ensuring continuity—driving success at every stage.

Position yourself as a trusted partner in Owner Based Planning

Designed to build value today and prepare for tomorrow, the Owner-Based Planning License equips advisors with a proven process to help business owners achieve growth, minimize risk, and plan for the future.

BEI Owner Based Planning License gets you:

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Proven Planning Framework

Help business owners achieve their goals through a structured process.

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Expert Collaboration Teams

Collaborate with a powerhouse of expertise to deliver exceptional results.

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Tailored Recommendations

Deliver actionable, owner-centric solutions with written recommendations.

Owner Based Planning for business owners

Help business owners achieve their goals through a structured processes in three key areas:

Build Business Value

Increase profitability, enhance operations, and develop leadership.

Minimize Risk

Protect against financial, legal, and operational vulnerabilities.

Ensure Continuity

Secure the future with strategies for business longevity and seamless transitions.

Three spheres of owner based planning chart: 1. Building Value, 2. Minimizing risk, 3. Ensuring continuity
Business advisors meeting around a table

Who we are

✓ Business consultants with 25+ years of planning experience
✓ Over 10,000 successful business transitions
✓ Your trusted business planning partner

Teams-First Approach

Elevate your role as a trusted, holistic advisor through a powerful Exit Planning alliance, delivering owner-centric, full-spectrum Owner Based Planning solutions.

Owner Based Planning License

Transform your practice and help business owners achieve success

✓ Owner Discovery & Assessment
✓ Personalized Recommendations
✓ Value Optimization Strategies
✓ Access to Expert Advisory Teams
✓ Owner-Centric Approach
✓ Implementation Action Plan

Monthly
Annually Save 20%
$ 6,500 $8,100

Recommendation Examples

Owner Based Planning empowers business owners with personalized recommendations to strengthen their operations, protect vital assets, and ensure a sustainable future.

Three spheres of owner based planning chart: 1. Building Value, 2. Minimizing risk, 3. Ensuring continuity






Building Value

  • Non-qualified deferred compensation
  • Cash flow growth strategies
  • Management development
  • Management transition roadmaps

Minimizing Risk

  • Personal insurance
  • Personal financial plan revisions
  • Personal asset protection
  • Key person life insurance

Ensuring Continuity

  • Stay & continuity bonus programs
  • Business asset protection
  • Buy-out or buy-back deals
  • Insurance-funded Buy-Sell Agreements

 

Success through support

Designed to build value today and prepare for tomorrow, the Owner-Based Planning License equips advisors with a proven process to help business owners achieve growth, minimize risk, and plan for the future.

Graduated planning process graph: First plan: We create it, you deliver. Second plan: Second plan: We collaborate with you, you deliver it. Third plan: We review it, you deliver it.

Owner Based Planning License FAQ

What is the Owner Based Planning process?

The Owner-Based Planning process is a comprehensive framework, guided by business advisors like you in collaboration with BEI and strategic partners, that encompasses business owner discovery, assessment, and the creation of personalized recommendations to achieve growth, minimize risks, and ensure business continuity.

How does the Owner Based Planning License differ from other BEI Licenses?

Unlike other BEI licenses that primarily emphasize exit or succession planning, the Owner-Based Planning License is designed for owners who are not yet ready to transition but want to build value and prepare for long-term success.

What types of recommendations will I receive?

From growth strategies to risk mitigation and continuity planning, you’ll receive actionable recommendations for business owners.

Who are the expert teams involved in the process?

You’ll collaborate with BEI (Exit Planning facilitators), Dinsmore (legal advisors), and Kalamath Consulting Group (strategic planners).

Have additional questions?

Speak to a real person.

Give us a call or email us! We have real people who’d love to chat with you.

OFFICE HOURS

Monday - Friday: 8am - 5pm MST

(we honor major US holidays)

CALL DURING OFFICE HOURS

303-321-2242

Toll free: 888-206-3009

EMAIL ANYTIME

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