Jared serves as an expert in helping Members understand the tools needed to grow a service offering to drive increased revenues within their firms.
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.FAQ
BEI Leadership Team
The best and the brightest Exit Planning experts in the industry.
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.Schedule a Demo
Recent Blog Posts
Exit Planning Process: Overcoming Fee Apprehension
Exit Planning Process: The Engagement Meeting
Exit Planning is an essential process for business owners who are looking to exit
Exit Planning Process: The Discovery Meeting
The first step in beginning an Exit Planning engagement with a business owner is
4 Proven Strategies to Attract and Engage Successful Owners in Exit Planning
A common challenge we hear from the advisors we talk to is getting the attention
5 Ways to Automate Your Marketing Engine
As a business advisor, you understand the importance of reaching out to your targ
Strategies for Success: Breaking Down Business Continuity
You're invited to an all-new BEI webinar where we will dive into a crucial aspect of Exit Planning: business continuity.
Next webinar starts in: