Non-Member Events

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.

Many business advisors say they can help their clients exit their businesses, but how many actually have the skills and technology to ensure their clients are ready when the time comes? Join Fletcher Brown, CEO of BEI, in a discussion on how you can walk the walk when it comes to exit planning for your clients and how BEI can help you gain the knowledge and resources to succeed.

Exit Planning Certification - Boot Camp for Advisors & Consultants Start your journey to becoming a Certified Exit Planner (CExP™) with BEI Exit Planning Boot Camp. This first step in the credential process gives advisors the tools, language, and technical expertise to engage business owners in deeper, more meaningful planning conversations.

Clients who are selling a business or associated real estate property are likely looking for tax-efficient strategies to potentially reduce their taxes on their sale proceeds. This webinar dives deep into MetLife’s Structured Installment Sale solution highlighting the benefits for both sellers and buyers, including guaranteed periodic payments, tax-efficiency, and financial protection for sellers and administrative ease for buyers. We’ll share some case examples of various business sales and explain the mechanics of our solution. You will leave our webinar with an expanded toolkit of solutions to help enhance buyer-seller transactions.