Better Exit Planning
An intuitive software platform to help advisors get more done by attracting, engaging, and delivering comprehensive business exit plans to business owners using a proven plan design and delivery process.
An intuitive software platform to help advisors get more done by attracting, engaging, and delivering comprehensive business exit plans to business owners using a proven plan design and delivery process.
BEI’s Exit Planning process makes comprehensive planning simple, easy to follow and easy to implement.
PlanIt allows you to track, design and implement plans according to your planning process.
Build deep relationships with other Trusted Advisors who can truly impact your business
Build a bench of advisors you trust to offer your clients more value
Connect with business owners using our customizable marketing materials. Our professionally designed workbooks, brochures, white papers, and newsletters are perfect for uncovering planning challenges and driving the conversation.
Conduct personalized assessments with ease using our exclusive links and dynamic QR codes for wider audience connection. Generate valuable leads for greater success.
Learn about Business Owner priorities in just 5-7 minutes with our client assessment. Use the Assessment Tool to create a visual summary of planning concerns for the future that drives the conversation to a fee engagement discussion.
BEI’s PlanIt software has a sophisticated client management platform that follows our proven plan design and implementation process, ensuring you deliver your exit plan within the timeframe you outlined.
More business owners reach "retirement" age every day, this creates more opportunities for advisors to create exit plans with clients.
Businesses currently in operation. 200,000 are mid-market businesses.
Of Owners want to stop working in the next 10 years
Have a written Exit Plan to transition ownership
Of Owners will stop being owners at some point
Business Enterprise Institute, Inc. 3461 Ringsby Ct., Suite 405 Denver, Colorado 80216-4940
Phone: (303) 321-2242 Toll Free: (888) 206-3009