For business owners

Your business is too important for fragmented advice.

Financial, tax, legal, continuity, growth and succession decisions affect one another. When your advisors don't talk, you are left to connect the pieces.

Request a ConnectionThe Business Killers presentation
A business owner in his machine shop

An owner in his machine shop

01One business, many challenges

A coordinated team, not a collection of advisors.

No single advisor has every answer. Coordination means problems are identified before strategies are chosen, and someone is accountable for the whole picture.

When advice is fragmentedWhen expertise is coordinated

Each professional sees one part of the business

Problems are identified before strategies are chosen

Decisions in one area create gaps in another

Specialists are brought in as the need arises

The owner carries the job of connecting everything

One accountable professional keeps the conversation moving

Planning is postponed because no one owns the whole picture

Your existing relationships stay at the center

02Business-owner blind spots

The questions owners rarely get asked.

Busy owners see the business from the inside. The Business Killers educational presentation helps them step outside it and recognize the decisions that put what they have built at risk, before anyone talks about solutions.

How the conversation begins

IIf you could not be in the business tomorrow, what would happen to it?

Where it sits in the BSI framework · 02

Protect

Identify exposures and strengthen the safeguards around what you have built.

IIDo you know what the business is worth, and could it be sold or transferred on your terms?

Where it sits in the BSI framework · 04

Transition

Prepare for succession, ownership transfer, a sale, or the next chapter.

III Who is coordinating the advice you receive from your accountant, attorney and advisors?

Where it sits in the BSI framework · 01

Plan

A clear strategy for the business, its people, its finances and its future.

03The BSI framework

A strategy for every stage of business.

Four connected priorities frame the conversation between an owner and the professionals around them. Most businesses are working on more than one at a time.

  1. Stage 01 / 04

    01

    Plan

    Foundation

    A clear strategy for the business, its people, its finances and its future.

  2. Stage 02 / 04

    02

    Protect

    Resilience

    Identify exposures and strengthen the safeguards around what you have built.

  3. Stage 03 / 04

    03

    Grow

    Opportunity

    Informed decisions that support sustainable growth and enterprise value.

  4. Stage 04 / 04

    04

    Transition

    Legacy

    Prepare for succession, ownership transfer, a sale, or the next chapter.

An owner at work on a drill press in his workshop

One business owner. Multiple professional disciplines. One coordinated objective.

04Coordinated professional expertise

The right expertise, coordinated around the owner.

Specialists join as the need arises, each under their own engagement, working from the owner's priorities rather than in isolation.

At the center

The business owner

01Insurance and financial services
02Accounting and tax strategy
03Legal
04Property and casualty risk
05Exit and succession planning
06Mergers and acquisitions
07Compensation planning
08Investment advisory
09Business coaching

Along with the CPA, attorney and advisors they already trust.

An owner reviewing plans at his drafting table
Reviewing the decisions that matter

05The Business Killers educational pathway

Where the conversation begins.

A story-based educational presentation, delivered by approved presenters, that helps owners recognize the overlooked decisions that put a business at risk. No product pitch.

  1. Request a presentation

    Tell us where your business operates. We'll confirm whether an approved presenter is available in your market.

  2. Request a professional connection

    If you already know the decisions on your mind, we'll identify the appropriate professional conversation.

  3. Keep your existing advisors

    BSI connections work alongside your CPA, attorney and advisors, not around them.

06Begin a coordinated conversation

Request a presentation or a professional connection.

Choose the option that fits and tell us where your business operates. We'll review your inquiry and point you to the right next conversation.

Our approved presenter network is in development. No presenter is listed until training, competency verification and authorization are complete. Advice is provided by licensed professionals under their own engagements.

Request a Connection BSI

Request a Connection

Choose what brings you to BSI so your inquiry reaches the right conversation.

  1. Tell us who you areYour name, email, and what brings you to BSI.
  2. BSI reviews your inquiryYour inquiry is matched to the right conversation.
  3. We reply by emailWith the right next step for your situation.

Inquiries are kept confidential and shared only with the professional involved in your connection.