Newsletter Archive

 

SWAT, offers a free electronic newsletter, The Exit Planning Review™, through BEI.  Devoid of advertising, The Exit Planning Review™ is specifically designed to help owners plan a successful exit from their companies.  In addition to The Seven Steps of Exit Planning, topics include ESOPs, family succession planning, wealth preservation planning and various tax issues.

Please review a few back issues and if you would like a complimentary subscription to The Exit Planning Review click here. For a complete listing of back issues, click here to contact us.

Issue 67- Why Should You Exit Plan When You Have No Plans To Exit

Issue 59- Passing The Smell Test

Issue 48 - Incentive Plans For Key Employees (Part One)

Issue 47 - Exit Planning Myths

Issue 38 - How Much Is All This Exit Planning Going To Cost?

Issue 37 - My Lawyer Told Me Not To Do It!

Issue 32 - Estate Planning or Exit Planning?

Issue 29 - First Things First: Prioritizing Your Objectives

Issue 25 - Exiting Your Business Without Leaving It

Issue 20 - Getting Started In The Exit Planning Process

Intro 2 - Exit Planning: Step One

Intro 1 - Why Exit Planning?

 

 

 

 

 

 

112 Lake Avenue

Orlando, FL 32801

 

Phone: 407-426-8818

Fax: 407-426-7854

 

 

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