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.
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.
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.
Our Chapters
BEI Chapters connect the regions best advisors together.
Build deep relationships with other Trusted Advisors who can truly impact your business
Advisor Collaboration
Branded Documents
Guides & Resources
Client Assessments
Client Tracking
Advisor Collaboration
Advisor Collobration
Build a bench of advisors you trust to offer your clients more value
Branded Documents
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
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
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 Tracking
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
The WHY
More business owners reach "retirement" age every day, this creates more opportunities for advisors to create exit plans with clients.
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
Licenses & Pricing Right For Everyone
Chapter Membership
For those just getting started
$
2,000
Per member, annually
Save 20% vs monthly!
Save 20% vs monthly!
-
Local Chapter Membership
-
Member Directory
-
Revenue Generation
-
Bench of Trusted Advisors
-
Monthly Member Meetings
-
Quarterly Events
-
Monthly Cadre Connection
Marketing Membership
For those just getting started
$
5,000
Per member, annually
Save 20% vs monthly!
Save 20% vs monthly!
-
Chapter License PLUS
-
Consistent Marketing
-
Brandable Content
-
Discovery & Engagement Process
-
Owner Assessments
-
Proposal Tools
-
Live Client Success Support
Planning Membership
For those just getting started
$
10,000
Per member, annually
Save 20% vs monthly!
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
