Ready to see how plan design and delivery work?
Add unparalleled value to your practice
Find out why business advisors are leveraging BEI for Exit Planning strategy, collaboration, and resources.
Add un-paralleled value to your practice
Find out why business advisors are leveraging BEI for Exit Planning strategy, collaboration, and resources.
A PROVEN 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.
Exit Planning Tools
PlanIt transforms your Exit Planning to the next level.
PlanIt allows you to track, design and execute Exit Planning according to your personalized planning process.
Network with Advisors
BEI Chapters connect the regions best advisors together.
Build deep relationships with other Trusted Advisors who can truly impact your business
Advisor Collobration
Build a bench of advisors you trust to offer your clients more value
Branded Documents
Connect with business owners using our customizable marketing materials. Our professionally designed workbooks, brochures, white papers, and newsletters are perfect for uncovering planning challenges and driving the conversation.
Guides & Resources
Conduct personalized assessments with ease using our exclusive links and dynamic QR codes for wider audience connection. Generate valuable leads for greater success.
Client Assessments
Learn about Business Owner priorities in just 5-7 minutes with our client assessment. Use the Assessment Tool to create a visual summary of planning concerns for the future that drives the conversation to a fee engagement discussion.
Client Management
BEI’s PlanIt software has a sophisticated client management platform that follows our proven plan design and implementation process, ensuring you deliver your exit plan within the timeframe you outlined.
market analysis
Opportunity
Every day, more business owners reach retirement age, resulting in growing opportunities for advisors to develop thoughtful and transformative exit strategies with their clients.
Businesses currently in operation. 200,000 are mid-market businesses.
Of Owners want to stop working in the next 10 years
Have a written Exit Plan to transition ownership
Of Owners will stop being owners at some point
