Growth-Drive Technology Integrated into The BEI's Top Exit PLanning Software

Growth-Drive and the Business Enterprise Institute (BEI) have announced a new integration that brings Growth-Drive’s Initial Strategic Capacity Analysis directly into BEI PlanIt. With it, advisors can value a privately held business in moments using both market-comparable and discounted cash flow methods, and they can measure the company’s Strategic Capacity, meaning its proven ability to produce predictable profits, sustainable growth and transferable equity value. Subscribers also get access to the Equity Value Planner™, which shows how much transferable value an owner needs to reach their personal financial goals and where the gap sits today. That opens the door to BEI’s Owner-Based Planning work, from succession and ownership transitions to executive retention and insurance strategies. Growth-Drive’s data shows that four out of five owners will need to grow Strategic Capacity, profits and cash flow to reach their wealth and legacy goals. The partnership addresses this by pairing BEI’s wealth, insurance and exit planning professionals with Growth-Drive’s C3D-certified business advisors, so owners get one connected path to build, protect and ultimately realize the value of their businesses.