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Evaluation of BEI's exit planning tools

  • July 02, 2021 1:15 PM
    Quote
    Message # 10721304
    Anonymous

    I searched on "BEI" as a topic, but nothing came up (so apologies if there is an exiting thread on this).

    I am a fractional CFO, so while exit strategy/planning is not my typical "entry point", I found my longer duration business owner clients wanted my advice in their transition plan creation/execution. I am primarily looking for something of a "practice aid" to give me a useful and thorough guidance to do the best I can for these clients.

    For any of the XPX members that have selected BEI's product suite, I would love to gain your feedback on that choice. 

    Things that I am most interested in:

    1. does it gain me something 40 years of CPA/CFO/business advisory experience doesn't?

    2. Is it a marketing engine as well  or just a practice aid once you acquire a client through other means?

    3. what drove you to this product vs. other products/certifications out there?

    Happy to watch this forum for your thoughts or happy to be emailed at msluka@npcfo.com.

    Thanks, best regards and Happy 4th.

    Mike Sluka, South Florida Chapter
  • July 03, 2021 12:05 PM
    Quote
    Reply # 10723796 on 10721304
    Mary Adams (Administrator)

    Hi Mike - XPX hosted a discussion of certification alternatives a while back that might be helpful to you: A Guide to Exit Planning Certifications.  The post includes a couple videos so you can see first hand what our members had to say. 

    Other resources that might be of help:

    The Advisor's Guide to Value Growth that includes four posts about advisors' preferred tools.

    A series of discussions called the Advisor Practice Tips that includes diverse topics for practitioners in the lower/mid market.

    Last modified: July 03, 2021 12:11 PM | Mary Adams (Administrator)
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