Partnering with business owners to build sustainable transferable high value firms
Partnering with business owners to build sustainable transferable high value firms
Our Process
As a business grows it invariably hits a wall. More staff and procedures gradually bog down operations and slow value build. Our VOP program and consulting teams help businesses power through this plateau creating renewed momentum and more value to support current initiatives and future exit opportunities.
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. Our collaborative network works in partnership with our business owner clients executive team, and trusted advisors to build an enterprise that is poised to be successfully transferred , sold, or acquired in the future, when the time comes for them to make the change in ownership.
Who We Serve
BE Financial LLC serves privately owned companies in all sectors of the economy, providing tax strategy development, building intrinsic value in their business, and transition / exit planning implementation consulting . We work with clients that 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.
How we work with Clients
Our services include evaluating current data, developing ideas for consideration, and implementing these ideas with the client alongside their other trusted advisors. We follow a value growth process that uncovers areas of weakness in key areas of the business and provide a time tested step by step value improvement process. Engagements can last several years in some instances as building value is an ongoing effort for best in class enterprises.
We work as the "tip of the arrow" forward looking, coordinating the process, and implementing your plan.
We are continually curating top talent to work with our clients on as their needs require added talent
We ask and need your current trusted advisors input and participation to make your plan a reality. It will get implemented