A business owner in the workshop he built

An owner in the workshop he built

For owners of privately held businesses

Your business deserves more than fragmented advice. It deserves a coordinated team.

BSI connects business owners who need coordinated planning with professionals who have demonstrated the competencies their role requires.

For business ownersFor professionals

Two audiences, one objective

Where would you like to begin?

Owners and professionals arrive with different questions. Each path explains what BSI does, and what it does not.

A craftsman at work under a lamp in his workshop

Path 01Business owners

Coordinated planning for the business you built

Why fragmented advice leaves gaps, and how to request an educational presentation or a professional connection.

For business owners A presenter addressing a full lecture hall

Path 02Financial and business professionals

From presenter training to BST Certification

An educational way to engage owners, and a professional development pathway that goes further.

For professionals

01The problem

Identify problems first. Intelligent solutions come second.

Tax, legal, protection, growth and succession decisions all affect one another. When advisors work in isolation, the owner is left to connect the pieces. BSI exists so the professionals around an owner start from the owner's priorities and stay accountable for the outcome.

When advice is fragmented

  • Each professional sees one part of the business
  • Decisions in one area create gaps in another
  • The owner carries the job of connecting everything
  • Planning is postponed because no one owns the whole picture

When expertise is coordinated

  • Problems are identified before strategies are chosen
  • Specialists are brought in as the need arises
  • One accountable professional keeps the conversation moving
  • 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.

About the Business Killers presentation

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.

A factory floor seen between machinery

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.

05The professional pathway

Presenter training, then BST Certification.

For financial and business professionals, BSI offers a clear progression: start by presenting Business Killers, then deepen your business-strategy expertise.

  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
To always advise business owners with integrity and honesty. Refer them when needed. And help them successfully protect and transition a company that took a lifetime to create.
Business Strategy Institute · Founding mission

06Begin the conversation

Let's talk about the business you're building.

Tell us what brings you to BSI. We'll review your inquiry and point you to the right next conversation.

Our approved presenter network is in development. There may not yet be an approved presenter in your market. If a Business Killers advisor introduced you, please name them so that relationship is respected.

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.