Partnering to create high-value enterprises integrated with your personal planning goals

Our Process

As a business grows it invariably hits a wall. Our consulting teams help businesses power through this plateau creating renewed momentum and more value to support current initiatives and future exit opportunities. 

We do this through embedding your business plan INTO your personal planning goals. 

One plan creates clarity and excellent business growth decisions. 

Brief History: 

Established in 1999 as an enterprise engaged in insurance planning and insurance brokerage. We provided assistance to privately-owned and family-run businesses in matters concerning succession and estate taxes. 

Over time we expanded our focus and team to include a deep tax , business value, growth, and exit planning network of specialists in many professional disciplines.  

Who We Serve

BE Financial LLC serves privately owned companies in all sectors of the economy building intrinsic value in their business, and transition / exit planning implementation consulting . Our value build work also assists private capital in getting potential transition candidates ready for the next chapter. Clients typically have three underlying common traits: strong positive cash flow, growing EBITA from operations, and key executives and owners who are building a sustainable business for eventual sale or, transition to the next generation.