A Better Way
to Plan
An intuitive platform to help advisors get more done by attracting, engaging, and delivering to more business owners through Exit Planning.
The demand for effective Exit Planning
has never been greater.
6 Million
Employer businesses currently in operation
80%
Of Owners want to stop working in the next 10 years
20%
Have a written Exit Plan to transition ownership
100%
Of Owners will stop being owners at some point
LEARN
Confidence in
approaching any
planning conversation
ATTRACT
Uncover
hidden opportunities
to grow your practice.
ENGAGE
Save time creating
custom solutions
for clients
DELIVER
Uncover
hidden opportunities
to grow your practice.
Premium
-
PlanIt Software
-
Marketing Content 
-
Assessment Tools
-
Automated Newsletter
-
Planning Deliverables
Best Value
Engagement
-
Marketing Content
-
Assessment Tools
-
Recommendations
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Owner-Based Planning Training
Not sure which solution is right for you?
Try our wizard.
With a few short questions, decide which BEI solution suits your current needs and your future growth.
