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DTSTART;TZID=America/Denver:20250618T110000
DTEND;TZID=America/Denver:20250618T120000
DTSTAMP:20260405T112840
CREATED:20250604T163840Z
LAST-MODIFIED:20250604T164208Z
UID:23145-1750244400-1750248000@beiwp.ituldev.com
SUMMARY:NTWC 201: The Family Enterprise Initiative: The Ultimate Framework that Sets the Stage for Exit Planning and Owner Based Planning (OBP)
DESCRIPTION:
URL:https://beiwp.ituldev.com/event/ntwc-201-the-family-enterprise-initiative-the-ultimate-framework-that-sets-the-stage-for-exit-planning-and-owner-based-planning-obp/
CATEGORIES:Member Events
ATTACH;FMTTYPE=image/jpeg:https://beiwp.ituldev.com/wp-content/uploads/2025/06/download.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Denver:20250611T110000
DTEND;TZID=America/Denver:20250611T120000
DTSTAMP:20260405T112840
CREATED:20250604T163406Z
LAST-MODIFIED:20250604T164243Z
UID:23141-1749639600-1749643200@beiwp.ituldev.com
SUMMARY:Owner Based Planning Coaching Call - The Proposal Meeting
DESCRIPTION:The Future of Business Planning Starts Now\nWe’re thrilled to introduce Owner Based Planning (OBP)—BEI’s most powerful approach yet for helping business owners grow value\, reduce risk\, and ensure continuity. Even better? OBP creates more meaningful opportunities\, stronger client relationships\, and increased revenue for advisors like you. \nIn this month’s exclusive webinar\, BEI CEO Fletcher Brown will walk you through the OBP framework and show you how to accelerate your sales cycle—guiding owners from discovery to revenue-generating solutions in just three focused meetings. It’s a game-changer for both your clients and your practice. \nWhy OBP Works:\n\nFocus on What Owners Value Most\nOBP addresses growth\, risk\, and continuity before diving into exit planning—making it more relevant and actionable from day one.\nSimplify Complex Conversations\nPowered by BEI’s PlanIt assessment tools\, OBP helps you uncover opportunities\, deliver tailored recommendations\, and quickly move owners into high-value engagements.\nGet the Support You Need to Succeed\nAs a BEI Member\, you’ll get access to weekly coaching emails\, monthly strategy calls\, and exclusive resources to make OBP an integral part of your business.
URL:https://beiwp.ituldev.com/event/owner-based-planning-coaching-call-the-proposal-meeting/
CATEGORIES:Member Events
ATTACH;FMTTYPE=image/png:https://beiwp.ituldev.com/wp-content/uploads/2025/06/OBP-Coaching-Call-Webinar-Header.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Denver:20250507T110000
DTEND;TZID=America/Denver:20250507T120000
DTSTAMP:20260405T112840
CREATED:20250402T232955Z
LAST-MODIFIED:20250408T210717Z
UID:21565-1746615600-1746619200@beiwp.ituldev.com
SUMMARY:NTWC 101: 6 Ways to Transfer to Insiders: A Beginner's Guide
DESCRIPTION:Unlock the Essentials of Insider Business Transitions\nAre you a business owner beginning to explore how to transfer your company to insiders—like family members\, key employees\, or co-owners? Join us for NTWC 101\, a foundational webinar designed to demystify the process and outline six strategic options for internal transitions. \n\nIn this session\, you’ll learn:\nThe 6 primary methods for transferring ownership to insiders\nKey benefits and risks associated with each option\nHow to assess which strategy best fits your goals and company structure\nPractical examples to help you visualize real-world applications\nCommon pitfalls to avoid in the early planning stages\n\nWhether you’re just starting to think about a transition or want to lay the groundwork for a future plan\, this beginner-friendly session will equip you with the knowledge and confidence to take your first step.
URL:https://beiwp.ituldev.com/event/ntwc-101-6-ways-to-transfer-to-insiders-a-beginners-guide/
CATEGORIES:Member Events
ATTACH;FMTTYPE=image/png:https://beiwp.ituldev.com/wp-content/uploads/2025/03/NTWC-101-One-Speaker-6-Ways-to-Transfer-to-Insiders.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Denver:20250423T110000
DTEND;TZID=America/Denver:20250423T120000
DTSTAMP:20260405T112840
CREATED:20250402T221731Z
LAST-MODIFIED:20250408T210349Z
UID:21563-1745406000-1745409600@beiwp.ituldev.com
SUMMARY:Exit Planning Coaching Call
DESCRIPTION:Join Us for an Exclusive BEI Member Session\nIn this interactive session\, we’ll dive deep into the Exit Planning process with a step-by-step walkthrough of each key meeting. You’ll have the opportunity to get your questions answered\, explore proven best practices\, and gain practical insights you can immediately apply with your clients. \nThis is also a great chance to build connections\, share experiences\, and collaborate with fellow professionals who are equally passionate about helping business owners plan successful exits. \nCome ready to learn\, connect\, and elevate your impact as an exit planning advisor! \n  \nWant to learn more about becoming a BEI Member?\nDiscover how a BEI membership can elevate your practice at exitplanning.com/licenses or reach out to info@exitplanning.com for more information.
URL:https://beiwp.ituldev.com/event/exit-planning-coaching-call-2/
CATEGORIES:Member Events
ATTACH;FMTTYPE=image/png:https://beiwp.ituldev.com/wp-content/uploads/2025/03/Exit-Planning-Coaching-Call-2.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Denver:20250416T110000
DTEND;TZID=America/Denver:20250416T120000
DTSTAMP:20260405T112840
CREATED:20250313T212701Z
LAST-MODIFIED:20250403T215419Z
UID:21518-1744801200-1744804800@beiwp.ituldev.com
SUMMARY:NTWC 201 – Tax Implications of a Third-Party Sale
DESCRIPTION:Don’t miss our upcoming hour-long virtual workshop on the critical tax implications of third-party sales. \nThis essential session will cover: \n\nStructuring deals for optimal tax outcomes\nAsset vs. stock sale strategies\nMaximizing capital gains treatment\nLeveraging Code Section 1202 exclusions\nPre-transaction estate planning techniques\nTiming considerations for wealth transfer\n\nLearn how to navigate complex tax scenarios\, minimize IRS challenges\, and potentially save your client millions in taxes. Whether you’re considering a sale now or in the future\, this workshop will equip you with valuable insights to protect hard-earned wealth. Join us to gain the knowledge you need to make informed decisions and maximize the value in a business exit.
URL:https://beiwp.ituldev.com/event/obp-coaching-call/
CATEGORIES:Member Events
ATTACH;FMTTYPE=image/png:https://beiwp.ituldev.com/wp-content/uploads/2025/03/NTWC-102-Tax-Implications-of-a-Third-Party-Sale.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Denver:20250409T110000
DTEND;TZID=America/Denver:20250409T120000
DTSTAMP:20260405T112840
CREATED:20250313T213207Z
LAST-MODIFIED:20250408T210232Z
UID:21526-1744196400-1744200000@beiwp.ituldev.com
SUMMARY:OBP Inaugural Coaching Call
DESCRIPTION:Exclusive Member Event\nThe Future of Business Planning Starts Now\nWe’re thrilled to introduce Owner Based Planning (OBP)—BEI’s most powerful approach yet for helping business owners grow value\, reduce risk\, and ensure continuity. Even better? OBP creates more meaningful opportunities\, stronger client relationships\, and increased revenue for advisors like you. \nIn this month’s exclusive webinar\, BEI CEO Fletcher Brown will walk you through the OBP framework and show you how to accelerate your sales cycle—guiding owners from discovery to revenue-generating solutions in just three focused meetings. It’s a game-changer for both your clients and your practice. \nWhy OBP Works:\n\nFocus on What Owners Value Most\nOBP addresses growth\, risk\, and continuity before diving into exit planning—making it more relevant and actionable from day one.\nSimplify Complex Conversations\nPowered by BEI’s PlanIt assessment tools\, OBP helps you uncover opportunities\, deliver tailored recommendations\, and quickly move owners into high-value engagements.\nGet the Support You Need to Succeed\nAs a BEI Member\, you’ll get access to weekly coaching emails\, monthly strategy calls\, and exclusive resources to make OBP an integral part of your business.\n\nThis is your chance to level up your advisory game\, engage more owners\, and grow your firm—smarter and faster. \n  \nNot a BEI Member yet?\nDiscover how a BEI membership can elevate your practice at exitplanning.com/licenses or reach out to info@exitplanning.com for more information.
URL:https://beiwp.ituldev.com/event/obp-coaching-call-april2025/
CATEGORIES:Member Events
ATTACH;FMTTYPE=image/png:https://beiwp.ituldev.com/wp-content/uploads/2025/03/OBP-Coaching-Call.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20250402T110000
DTEND;TZID=UTC:20250402T130000
DTSTAMP:20260405T112840
CREATED:20250313T211939Z
LAST-MODIFIED:20250403T215515Z
UID:21508-1743591600-1743598800@beiwp.ituldev.com
SUMMARY:NTWC 101-Legal Mechanics of a Third-Party Sale
DESCRIPTION:Unlock the secrets of successful third-party sales in our exclusive virtual workshop: “NTWC 101 – Navigating the Legal Mechanics of a Third-Party Sale: A Vibrant Roadmap”. \nIn just one hour\, you’ll gain invaluable insights into: \n\nCorporate housecleaning essentials\nSelecting the right advisors\nCrafting bulletproof NDAs and LOIs\nPreparing a comprehensive data room\nNegotiating key agreements\nManaging post-closing challenges\n\nDon’t miss this opportunity to transform your understanding of third-party sales. Join us to learn how to navigate the vibrant landscape of legal intricacies and set yourself and your clients up for a successful transaction. Whether you’re considering a sale or just want to be prepared for future opportunities\, this workshop is your first step towards mastering the art of third-party sales. \nRegister now and embark on your journey to becoming a third-party sale expert!
URL:https://beiwp.ituldev.com/event/ntwc-101-legal-mechanics-of-a-third-party-sale/
CATEGORIES:Member Events
ATTACH;FMTTYPE=image/png:https://beiwp.ituldev.com/wp-content/uploads/2025/03/NTWC-101-Legal-Mechanics-of-a-Third-Party-Sale.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Denver:20250326T120000
DTEND;TZID=America/Denver:20250326T130000
DTSTAMP:20260405T112840
CREATED:20250313T211109Z
LAST-MODIFIED:20250315T012224Z
UID:21504-1742990400-1742994000@beiwp.ituldev.com
SUMMARY:Exit Planning Coaching Call
DESCRIPTION:
URL:https://beiwp.ituldev.com/event/exit-planning-coaching-call/
CATEGORIES:Member Events
ATTACH;FMTTYPE=image/png:https://beiwp.ituldev.com/wp-content/uploads/2025/03/Exit-Planning-Coaching-Call.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Denver:20250319T110000
DTEND;TZID=America/Denver:20250319T120000
DTSTAMP:20260405T112840
CREATED:20250313T210748Z
LAST-MODIFIED:20250315T012240Z
UID:21500-1742382000-1742385600@beiwp.ituldev.com
SUMMARY:BEI's National Technical Webcast - Third-Party Sales 201: Unique Deal Structures for Families and Key Employees\, Alternative Funding\, and Unique Terms
DESCRIPTION:Third-Party Sales 201: Unique Deal Structures for Families and Key Employees\, Alternative Funding\, and Unique Terms \nIn this NTWC LaGrey will delve into specialized deal structures that cater to family-owned businesses and key employees\, offering insights into alternative funding mechanisms and unique contractual terms. \nKey Takeaways: \n\nInnovative Deal Structures: Learn about tailored transaction frameworks that facilitate the transfer of ownership to family members or key employees\, ensuring business continuity and legacy preservation.\nAlternative Funding Mechanisms: Discover non-traditional financing options that can be leveraged to support these unique deal structures\, minimizing financial strain and optimizing capital efficiency.\nCustomized Contractual Terms: Understand how to negotiate and implement unique terms that align with the specific goals and dynamics of your business and its key stakeholders.\n\nThis webinar is presented by LaGrey\, an investment bank headquartered in Grand Rapids\, MI\, specializing in merger and acquisition advisory services for lower middle market companies throughout the country. Their team is comprised of professionals with extensive experience as legal advisors\, financial analysts\, as well as former business owners who have successfully operated and exited their own ventures. They employ a collaborative approach to help owners achieve their strategic objectives and maximize enterprise value\, ultimately providing your clients with liquidity and freedom. \nDon’t miss this opportunity to equip yourself with the knowledge and strategies necessary for a successful third-party sale. Register now to secure your spot in this valuable session.
URL:https://beiwp.ituldev.com/event/beis-national-technical-webcast-third-party-sales-201-unique-deal-structures-for-families-and-key-employees-alternative-funding-and-unique-terms/
CATEGORIES:Member Events
ATTACH;FMTTYPE=image/png:https://beiwp.ituldev.com/wp-content/uploads/2025/03/NTWC-Third-Party-Sales-201.png
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