Strategic Alliances

BEI Strategic Alliances provide specialized advice, tools, and services to BEI Members. These Strategic Alliances will help you and your practice become a leader in Exit Planning by teaching you specific skills related to Exit Planning, differentiating your practice with extraordinary expertise. Learn more about BEI's Strategic Alliances and how they can develop you into an Exit Planning thought leader in your market.


BizEquity is the world’s leading provider of business valuation knowledge and big data.BizEquity's Website

Business and Legal Advisors

Business and Legal Advisors is a business consulting firm specializing in the design and implementation of strategic and integrated business plans for start-ups and small to midsize entities to successfully combine the company and personal objectives of the owners and executives.Business & Legal Advisors

Cash Flow Mapping

We're on a mission to empower advisors to master the cash flow conversation.Cash Flow Mapping's Website

Clayton Capital Partners

Clayton Capital Partners (CCP) is one of the nation’s top investment banking firms providing M&A advisory services to a diversified client base of middle-market companies.Clayton Capital Partners Website

CSG Partners

Since 2000, CSG Partners has helped hundreds of middle-market companies structure, finance, and close leveraged ESOP transactions. Recognized for its analytics-focused process and pioneering capital markets capabilities, CSG has garnered over 40 Firm & Deal of the Year honors in the past decade alone.

CSG Partners Website

Executive Financial Services, Inc.

Executive Financial Services, Inc. focuses on the use of Employee Stock Ownership Plans (ESOPs) in business ownership succession planning.Executive Financial Services, Inc.'s Website

Footprint Capital

Footprint Capital is a boutique investment bank focused on advising owners and operators of privately held companies in the middle market. They help business owners write the next chapter of their story, whether that is leaving a legacy, turning a corner, or foraging down a new path.

Footprint Capital

Madison Fund Service, Ltd. (Madison Tax Advisory)

“It’s not what you make, and it’s what you keep.” We are the Tax Planning Partner for Financial Advisors and their clients.Madison Fund Service's Website


Mavrek is an interactive software that simplifies the process of buying and selling a small business. Their state-of-the-art SaaS platform unravels a complicated process and connects the user with an easy-to-use, step-by-step process that navigates users through the process of selling or buying a small business.


Selling Technologies

Selling Technologies turnkey programs motivate clients and prospects to take action. This is achieved by leveraging emotion and technology via video.Selling Technologies Website