Jared serves as an expert in helping Members understand the tools needed to grow a service offering to drive increased revenues within their firms.
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.
FAQBEI Leadership Team
The best and the brightest Exit Planning experts in the industry.
CEO
Jared Johnson
Founder
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.
Schedule a DemoRecent Blog Posts
13
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
06
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.29
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.24
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.18
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 PracticeDo 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: |
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