When you help your business-owner client implement a buy-sell agreement, you may think that your job is done, and you can move on. However, for a full-service professional advisor, the real work is just beginning. Can one owner retire 5 years from now? Will the company survive without its founder? How does the buy-sell agreement impact the owners’ ability to sell the business down the road? What if there is only a single, 100 percent owner and no one to enter into a buy-sell? These and many other issues can be addressed through comprehensive business continuity planning. Your business clients will thank you for filling in the gaps.
John started his career in exit planning 30+ years ago as an estate planning attorney. He created The BEI Seven Step Exit Planning Process™ and successfully tested it on hundreds of his own business-owner clients. In 1990, he wrote How to Run Your Business So You Can Leave It in Style and in 2008 wrote Cash Out Move On: Get Top Dollar—and More—Selling Your Business. With hundreds of thousands of copies sold, John is the No. 1 selling author on exit planning for business owners. In 2016, John released his newest book, Exit Planning: The Definitive Guide, which lays out the steps business owners must take to achieve all their aspirations as they exit their businesses. John started BEI in 1996 for the express purpose of helping owners benefit from their lives’ work by supporting business advisors who share the same vision.
Registration Fee: $199
Archive: The archive recording will be available after the webinar in your FSPgo account (on the My Account tab).
CE Credits: There are no CE credits available for this program.
12:00 pm – 1:20 pm ET
11:00 am – 12:20 pm CT
10:00 am – 11:20 am MT
9:00 am – 10:20 am PT
Note: This session was originally recorded at the FSP Institute on January 31, 2022.