Summary
In this conversation, Fletcher Brown, CEO of the Business Enterprise Institute, and George Sandmann discuss the concept of owner-based planning, its evolution from exit planning, and its significance for business owners. Brown emphasizes the importance of helping owners grow their business value, minimize risks, and ensure continuity. The discussion also highlights the collaborative opportunities between advisors and the need for effective communication with business owners. Fletcher shares insights on the training and resources available for advisors to implement owner-based planning effectively.

Keywords
owner-based planning, exit planning, business value, risk management, continuity, business owners, financial planning, coaching, collaboration, insurance

Chapters
00:00 Introduction to Owner-Based Planning
04:54 Understanding Owner-Based Planning
10:30 The Evolution of Owner-Based Planning
15:50 The Process of Owner-Based Planning
19:46 The Importance of Collaboration
24:03 Reception and Future of Owner-Based Planning
27:43 Final Thoughts and Call to Action