A professional in a suit speaking to an audience from the stage

For financial and business professionals

An educational way to engage business owners. And a pathway beyond it.

Owners rarely respond to another pitch. They respond to education that names the risks they already sense. BSI trains the professionals who present it, and is developing BST Certification for those who want to go further.

Presenter TrainingBST Certification
Two senior professionals in conversation at a desk
Education before solutions

01What BSI does for professionals

Open the right conversation, the right way.

Business Killers helps an owner recognize overlooked decisions before anyone discusses solutions. BSI sets the standard for how it is presented, and connects owners who ask for help with professionals who meet it.

  • Why Business KillersAn educational, story-based presentation that opens a planning conversation without a product pitch.
  • Responsible follow-upRisk Barometer administration and follow-up happen within clear scope, privacy and referral standards.
  • Coordination, not competitionPresenters work alongside an owner's existing CPA, attorney and advisors.

02The professional pathway

Three steps, one standard.

Start with Business Killers Presenter Training. Continue to BST Certification as it launches. Go further with advanced professional development.

  1. I

    Step 1 · The first step

    Business Killers Presenter Training

    Learn to introduce business owners to important planning questions through the Business Killers educational presentation.

    Presenter Training
  2. II

    Step 2 · In development

    BST Certification

    BSI's next-level professional development pathway for deeper business-strategy knowledge and coordinated planning.

    About BST Certification
  3. III

    Step 3 · Further study

    Advanced Professional Development

    Further training and relevant external educational opportunities for professionals who want to go further.

    Advanced education

03Your professional development

Take the next step.

Tell us about your practice and which step interests you: presenter training, BST Certification, or advanced education. We'll follow up with current status and timing.

An inquiry is not approval. BSI describes a professional as approved only after training, competency verification and authorization. BSI does not promise referrals or accreditation.

Request a ConnectionBSI

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.