About Us

BEI provides business advisors the tools to help them differentiate their practice and provide better solutions to clients. No other organization offers advisors comprehensive Exit Planning training, marketing support, and plan-creation tools. For over 25 years, BEI has helped advisors build deeper relationships with clients and provided resources to help their business owner clients reach their goals.


BEI Leadership Team

The best and the brightest Exit Planning experts in the industry.



Jared Johnson

Jared serves as an expert in helping Members understand the tools needed to grow a service offering to drive increased revenues within their firms.

John Brown


John Brown

John created The BEI Seven Step Exit Planning Process™ and successfully tested it on hundreds of his own business-owner clients.

Who We Are

BEI trains and supports business advisors to be the preeminent Exit Planning resource for business owners in their communities. Our members ultimately seek to help business owners and their families benefit from their lives’ work.

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Recent Blog Posts


May 2022

Educational Marketing Moves the Needle

Joe Markovitch is a Senior Business Advisor,


May 2022

Why a Buy-Sell Agreement Isn't Everything in Exit Planning

When Exit Planning Advisors ask business owners what kind of business continuity plans they have in place, the typica


May 2022

"What If" Exit Planning for Your Business Clients
As an Exit Planning advisor, helping your clients to prepare for the unexpected with continuity plans is key for covering the bases of any unforeseen business challenges.


Apr 2022

Exit Planning To-Do #1: Write it Down!
It’s critical that as an Exit Planning Advisor, you simplify the owner’s Exit Planning to-do list by having them start the process by writing their plans down. Written plans have major benefits if done properly and if the right items are included. 


Apr 2022

Good Questions Drive Better Exit Planning Conversations
Exit Planning Advisors must ask targeted questions in order to have effective conversations with current and prospective business owner clients. 


Apr 2022

Make the Most of the Initial Exit Planning Meeting

It is challenging for business owners to pour their hearts and souls into their businesses and build a reputable enti

Four Marketing Goals That Matter for Your Practice

Do you feel like you are having the same conversations over and over, but not being heard? Sometimes standard Marketing techniques are not enough to get your message out to your target audience.

Next webinar starts in:

Four Marketing Goals That Matter for Your Practice RegisterOn-Demand Series


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