Prepare yourself for the challenges of the Exit Planning marketplace with BEI. BEI helps business advisors worldwide create and deliver tens of thousands of planning solutions to business owners. We don't plan for you – we make your ideas and efforts more efficient and more valuable for your business owner clients.
Learn MoreExit Planning is the creation and execution of a strategy allowing owners to exit their businesses on their terms and conditions. It is an established process that creates a written roadmap or Exit Plan, involving efforts of several professions facilitated and led by an Exit Planning advisor who ensures not only the plan creation, but its timely execution.
BEI helps you discover what your clients value most and solidifies your position as the trusted advisor and thought leader to business owners in your community.
The process BEI advisors employ ensures the business owner’s plan and objectives are met. By adding Exit Planning to your core services, you open up new avenues of growing revenue.
You already have a natural inclination to help business owners plan. Exit Planning offers a way to help your clients get the most from their lives' work.
Give your clients the best Exit Planning advice possible by learning from the experts.
Engage business owners with an easy-to-use, customizable marketing process.
Streamline your planning process with our advanced Exit Planning software.
Collaborate with the largest network of Exit Planning experts.
“John Brown does a great job of teaching the material in a virtual setting. The polling questions and the chat feature work very well to collaborate with the presenter and other participants. The 2-hour long session format works great as well and allows for completing the training without interrupting existing commitments.”
- Andrew Meehan - Principal and Financial Advisor at Peachtree Planning
Have questions before getting started? Schedule a meeting with BEI or Contact Us
Contact Us