Business Exit Planning Solutions
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.
Membership That Grows With Your Practice.
Each of our four membership tiers unlocks a curated set of tools and resources designed to help you deepen client relationships, scale your expertise, and deliver measurable results. Whether you're just starting with exit planning or managing a growing book of clients, there's a plan built for you.
Membership Options for Every Advisory Practice
Designed to match the goals of both you and your business owner clients, from foundational networking and support to advanced Exit Planning tools.
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
Driving Real Results for Advisors and Their Business Owner Clients
1.5x
Avg Business Value Growth
$750B
In Owner Exits Facilitated
25+
Years of Industry Leadership
Chris Volberg, CExP™
Andy Karlen, CExP™
Nick Niemann
Whatever Your Role, We’ve Got You Covered
We designed our tools and services to support you no matter what your profession or offering. From Owner Based Planning to Exit Planning to Value Drivers, we're helping advisors like you grow faster, serve better, and stand out.
CExP™ - The top Exit Planning credential
BEI’s Certified Exit Planner (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.
Trusted by Leading Organizations
Top-performing insurance and financial professionals use BEI's industry-leading tools for Exit Planning and Owner Based Planning to deepen advisor-client relationships, uncover planning opportunities, and drive revenue.
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
More Professional Insights from BEI
Exit Planning Articles
Why Business Owners Delay Exit Planning
The Real Reason Owners Delay Exit Planning—and How to Break Through Many owners assume that planning for their exit begins
How to Save a Legacy Business: Lessons from Sam Wo’s Possible Closure
Sam Wo, a 115-year-old Chinatown institution, faces closure as its owner retires without a successor. This historic restaurant, known for its simple Cantonese dishes and colorful legacy, highlights the vital role of Exit Planning. With proper preparation, its future could have been secured, preserving its cultural significance. Can Sam Wo’s story inspire businesses to protect their legacies?
The Business Advisor’s First and Second Mistakes
After decades spent working with both advisors and owners, we’ve found that advisors who want to represent owners make two fundamental mistakes in approach.
