Owner Based Planning Coaching Call – The Proposal Meeting

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.