A Good Place to Start

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The Exit Planning Process can seem overwhelming to many business owners. Advisors see their fair share of horror stories; everything that can and will go wrong when you do not plan appropriately. We commonly see success when business owners are better informed and start some preliminary planning to set the stage for their Exit Plan. 

In this week’s episode of Why We Plan, John Brown, Founder of BEI, and Elizabeth Mower, President of BEI, discuss the 3 things business owners can do in 90 days to begin the planning process. No need for a large team of advisors, many time-consuming meetings, or large fees to accomplish these three preliminary steps. Business owners can take matters into their own hands and start this process with a few baby steps. Learn how to lessen the stress of an Exit Plan by initiating small wins today that lead to momentum for the next steps when the time is right.