Practice Benefits

Practice benefits refer to the benefits Exit Planning has on an advisor's core practice. Whether you are looking to engage new clients, grow revenues, differentiate yourself from competitors, or take personal satisfaction in helping the business-owner community, Exit Planning can have a positive impact on your practice.

Getting the Attention of Business Owners Podcast

Getting the Attention of Business Owners

Thursday, January 30, 2020

Engaging business owners in planning for their futures can have some obstacles, even when the owners know it needs to be done.

Why Should I Work With Someone Half My Age? Podcast

Why Should I Work With Someone Half My Age?

Thursday, January 2, 2020

Overcoming common resistance among owners

ESOPs as an Exit Path Podcast

ESOPs as an Exit Path

Tuesday, June 25, 2019

On this episode of Tales from the Trenches, Ben Wells and Jim Carlisle dive into ESOPs; detailing different ways to structure an ESOP, the tax advantages of an ESOP, educating clients on ESOPs as a possible exit path, and how advisors can approach the ESOP conversation with their clients.