A Better Way To Plan

An intuitive platform to help business advisors get more done.

BEI provides comprehensive Exit Planning practice-development tools, education, and ongoing support to advisors like you. By becoming a part of The BEI Network of Exit Planning Advisors, you’ll gain access to a wide range of benefits, including an established process that differentiates you from your competitors, lets you easily manage your clients’ Exit Plans, and helps your clients achieve their exit objectives.

Exit Planning Website On A Macbook Screen

Choose Us

BEI provides a complete system for your business planning practice, making you an indispensable advisor to your clients.


Bring more clients to your practice or bring new services to your existing clients to do more business planning work.


Keep business owners moving towards their goals instead of getting bogged down in the day-to-day operations.


Present your clients with a plan to attain their goals and achieve real results for their business and your practice.

Get the best package
for your practice

  • Tell us your goals.
  • Let's decide together what platform you need.
  • Begin working with your clients and your BEI Team to achieve their goals.


Free Account

Get your Exit Planning Toolkit with resources designed to get you thinking about ways to get new clients, engage them in planning, and manage their plans to reach their exit goals.

Let's Get Started

Associate Membership

If you’re looking to learn how planning concepts can help you broaden the scope of work you do with your clients, the BEI Associate Membership is your answer.


Marketing License

Start driving brand awareness to have more impactful conversations with clients.


Planning License

Deliver custom planning solutions with a tool that uses a repeatable process.


Full-Service License

The BEI Full-Service License is designed for advisors that want a full set of tools and a framework to accomplish whatever goals they have with business owners. Get everything you need to implement a comprehensive planning system in your existing practice, including:

  • An exclusive marketing platform to expand your message and reach more people in your target market.
  • Brandable materials that drive more conversations with business owners.
  • Tools to help you spend less time providing quality solutions to clients. 
  • A solution specifically designed to keep the planning process moving forward to reach your clients’ goals. 

When you implement BEI resources in your practice, you are going to have a better understanding of your client’s goals and greater success with the results.


Cutting-Edge Professional Development

Boot Camp

Exit Planning Boot Camp

Gain the confidence to address
planning conversations and the
ability to identify opportunities
with business owners.

Boot Camp

Advanced Exit Planning Series

Expand your knowledge of potential planning solutions available to reach clients’ goals.

Boot Camp

Certified Exit Planner Designation

Get the designation that shows owners you are prepared for any planning situation.

What Our Customers
Are Saying

“Being a part of BEI has significantly enriched my experience as a financial advisor”

Steve Zeller

Zeller Kern Wealth Advisors

“Being a certified Business Exit Planner allows me to wedge my way into a business that may not otherwise be open to talk with me”

Crystal Faulkner

MCM CPAs & Advisors

“BEI does a great job of teaching Exit Planning best practices in a virtual setting.”

Andrew Meehan

Principal and Financial Advisor at Peachtree Planning

Tax Reduction 101: Get to Know Madison Fund Service, Ltd.

It’s not what you make, it’s what you keep. This is the mindset of Han Gu, President and Founder of Madison Fund Service, Ltd., BEI’s latest strategic alliance who will be featured in an upcoming webinar on June 14, 2023 at 1:00pm EST.

Next webinar starts in:

Madison fund RegisterOn-Demand Series


Contact Us Today.