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Helping advisors grow with Exit Planning since 1996.

At BEI we equip business advisors with the tools, training, and support they need to lead successful Exit Planning engagements. Whether you’re guiding owners through their transition or expanding your advisory services, our solutions are built to help you grow.

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Explore Membership Options

1.5x

Avg Business Value Growth

$750B

In Owner Exits Facilitated

25+

Years of Industry Leadership

Chapter

Network and collaborate with a diverse group of advisors

Marketing

Develop your brand into an Exit Planning authority

Owner Based Planning

Discovery to solutions in just three meetings

Exit Planning

A premiere suite of tools and resources for Exit Planning advisors

“BEI has a repeatable and successful approach to work with business owners.”

Chris Volberg, CExP™

Financial Advisor, Key Business Strategist, and Exit Planner

“While each professional knows their role, BEI showed me how to bring it all together—so every issue gets addressed at the right time, by the right person, in the right way.”

Andy Karlen, CExP™

Exit Planning Attorney since 2013

“I return to the BEI Conference each year because I learn from top-tier advisors and make meaningful connections. It’s a place for fresh ideas and lasting relationships.”

Nick Niemann

Attorney and advisor at McGrath North

Get Your CExP™ Certified Exit Planner Credential with BEI

The CExP™ designation for business advisors begins with the industry’s most advanced training to help you become a confident and capable Exit Planning professional. And we won’t leave you hanging—after certification we provide ongoing education plus valuable membership options to support your practice as it grows.

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Speak to a real person.

Give us a call or email us! We have real people who’d love to help you find the best solutions for your advisory practice.

OFFICE HOURS

Monday - Friday: 8am - 5pm MST

(we honor major US holidays)

CALL DURING OFFICE HOURS

303-321-2242

Toll free: 888-206-3009

EMAIL ANYTIME

General info: info@exitplanning.com

Support: support@exitplanning.com