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Better Exit Planning

An intuitive software platform to help advisors get more done by attracting, engaging, and delivering comprehensive business exit plans to business owners using a proven plan design and delivery process.

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Schedule Demo

Better Exit Planning

BEI helps advisors get more done by attracting, engaging, and delivering comprehensive Exit Planning to business owners using a proven plan design and delivery process.

See How It Works
Schedule Demo

Better Exit Planning

BEI helps advisors get more done by attracting, engaging, and delivering comprehensive Exit Planning to business owners using a proven plan design and delivery process.

See How It Works

Better Exit Planning

BEI helps advisors get more done by attracting, engaging, and delivering comprehensive Exit Planning to business owners using a proven plan design and delivery process.

See How It Works

The demand for effective Exit Planning has never been greater.

Our Process

Better Exit Planning comes from Process and Experience

BEI’s Exit Planning process makes comprehensive planning simple, easy to follow and easy to implement.

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Our Platform

PlanIt transforms your Exit Planning to the next level.

PlanIt allows you to track, design and implement plans according to your planning process.

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Our Chapters

BEI Chapters connect the regions best advisors together.

Build deep relationships with other Trusted Advisors who can truly impact your business

Connect With A Chapter

market analysis

The WHY

More business owners reach "retirement" age every day, this creates more opportunities for advisors to create exit plans with clients.

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6 Million

Businesses currently in operation. 200,000 are mid-market businesses.

80%

Of Owners want to stop working in the next 10 years

20%

Have a written Exit Plan to transition ownership

100%

Of Owners will stop being owners at some point

Connect

Confidence in approaching any planning conversation
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Attract

Uncover hidden opportunities
to grow your practice.
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Engage

Provide effective planning evaluation suggestions.

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Deliver

Save time creating custom solutions for clients

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Memberships For Advisors at Every Level

Learn About BEI Exit Planning Licenses

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Business Enterprise Institute, Inc.


3461 Ringsby Ct., Suite 405 
Denver, Colorado 80216-4940

Phone: (303) 321-2242


Toll Free: (888) 206-3009

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