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BE Financial LLC

Where your business success and personal wealth work as one. The financial firm built for the business owner the big M&A firms don't call back.

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Most business owners have most of their wealth tied up in one illiquid asset.

Fusion Planning TM  One Plan Not Two

We build your valuation from your EBITDA, your industry position, and the specific levers available to your business — recurring revenue, margin, customer concentration, key-person dependency — and put a dollar figure on each one, individually, based on real private-market transaction data.

Then we do something almost no one else in this space does: we price your insurance program and risk posture the same way. A weak buy-sell agreement, an underinsured business interruption policy, a Workers' Comp Mod a lender will flag — these aren't just operational risks.

They're specific, calculable discounts a buyer applies to your business. We show you the number, what it costs to fix, and what you get back.

Then we carry that same number forward into one place almost nobody connects it to: whether your business, as it stands today, actually funds the retirement you have in mind.

Let’s make sure the work you’re doing today supports the future you want tomorrow.

Start your fusion plan

We work with a specific kind of owner.

Privately held businesses. $2M to $20M in revenue. Owners who are serious about building value but haven't yet had someone treat the business and the personal plan as one integrated strategy. We built this practice to serve smaller firms that need coordinated solutions similar to the M&A value growth experience scaled to fit the smaller enterprise.

Exit Planning for Business Owners

Know what your business needs to do for your life.

Most owners plan the business and leave the personal financial picture for later. We build one integrated plan — what you need, when you need it, and what the business has to become to get you there.


  • Serving privately-held businesses with $2M–$15M in revenue

  • Coordinated team: valuation, operations, M&A counsel, and tax — all in one plan

  • No sales pitch — just an honest conversation about where you stand

  • Your existing advisors stay involved — we coordinate, not replace
Your information is kept strictly confidential and used only for our internal process.

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Your information is strictly confidential. We don't share it, sell it, or send unsolicited email.

Start with the right tools

Get a head start on your journey with curated tools and assessments from our strategic partners—
designed to help you assess value, readiness, and opportunity.


Business Value Growth

Maximize what your business is really worth to a buyer—beyond spreadsheets.

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Exit & Succession Planning

Plan your exit with clarity—financially, emotionally, and strategically.

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Built by a business owner,
for business Owners

A network built for this market — not a firm that tolerates it.

BE Financial LLC is a close collaboration of independent specialists — financial planners, business advisors, valuation experts, and transition strategists — who work together on your engagement and bring decades of real-world experience with them. No siloed departments. No overhead from a large firm being passed down to you in the fee. We build the right team around your situation, which means owners at the $2M–$20M level get access to senior expertise that is usually reserved for clients ten times their size — and at a cost that actually fits where they are.

Meet our team of experts
Here's how we work:

Here's how we work:

1 plan, not 2

Business and personal finances shouldn’t compete. Fusion Planning™ makes them work together.

Exit with purpose

Leave on your terms, with clarity and confidence.

tools you can implement

From valuation readiness to strategic partners, you’ll have the right tools at the right time.

ongoing guidance

Your plan evolves as your business grows. We stay involved to review results, adjust strategies, and keep your goals in focus.

Insights for business owners

Our blog and resources share practical strategies for growing your business’s value, planning your exit, and ensuring your personal financial goals stay at the center of every decision.

Why “Extreme” Isn’t a Bad Word in Business

Why “Extreme” Isn’t a Bad Word in Business

“Extreme” in business means focused action. With clear goals, measurement, and commitment, you can drive real value growth and meaningful change.

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 Are You Closer to a Business Exit Than You Think?

 Are You Closer to a Business Exit Than You Think?

Many owners avoid exit planning until burnout, health scares, or buyout offers force the issue. This article uses a diagnostic to reveal how close you may be to transition, and why starting the conversation early protects value and control.

Learn more
Why Acquisitions Won’t Save a Commoditized Business

Why Acquisitions Won’t Save a Commoditized Business

When margins shrink and businesses become commoditized, acquisitions won’t save you. The real growth comes from disruptive models that simplify delivery, move you up the value chain, and refocus time on high-value client impact.

Learn more

Interview with Brent Eugenides, CFP

The hybrid solution

The Hybrid Solution

Brent Eugenides’ book explains the Hybrid Solution—one integrated financial plan for business owners that aligns business decisions with personal goals for retirement, legacy, and security.

Learn how to assess your business’s true value, prepare for succession or sale, and ensure your future is built on more than hope.

If your business is your retirement plan, let's find out if it's on track.

A 15-minute conversation is enough to tell you whether the gap between what your business is worth today and what you need it to be worth is something we can help close.

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Get in touch

Address

15 Chesterfield Road
Suite 201
East Lyme, CT 06333
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