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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.

See How It Works
Schedule Demo

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.

See How It Works
Schedule Demo

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.

See How It Works

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.

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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Licenses & Pricing Right For Everyone

Chapter Membership

For those just getting started
$ 2,400 Per member, annually
Save 20% vs monthly!
  • Local Chapter Membership
  • Member Directory
  • Revenue Generation
  • Bench of Trusted Advisors
  • Monthly Member Meetings
  • Quarterly Events
  • Monthly Cadre Connection
Select License
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Marketing Membership

For those just getting started
$ 4,800 Per member, annually
Save 20% vs monthly!
  • Chapter License PLUS
  • Consistent Marketing
  • Brandable Content
  • Discovery & Engagement Process
  • Owner Assessments
  • Proposal Tools
  • Live Client Success Support
Select License
Learn More

Planning Membership

For those just getting started
$ 10,000 Per member, annually
Save 20% vs monthly!
  • Chapter License PLUS
  • Marketing License PLUS
  • PlanIt Software Platform
  • Exit Planning Recommendations
  • Value Drivers Recommendations
  • Business Continuity Recommendations
  • Business Value Growth Recommendations
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Learn More
Learn More About All of Our Licenses

Schedule A Conversation With Our Friendly Team!

Schedule Meeting

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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