A Better Way To Plan
An intuitive platform to help business advisors get more done.
BEI provides comprehensive Exit Planning practice-development tools, education, and ongoing support to advisors like you. By becoming a part of The BEI Network of Exit Planning Advisors, you’ll gain access to a wide range of benefits, including an established process that differentiates you from your competitors, lets you easily manage your clients’ Exit Plans, and helps your clients achieve their exit objectives.
Why
Choose Us
BEI provides a complete system for your business planning practice, making you an indispensable advisor to your clients.
Attract
Bring more clients to your practice or bring new services to your existing clients to do more business planning work.
Engage
Keep business owners moving towards their goals instead of getting bogged down in the day-to-day operations.
Deliver
Present your clients with a plan to attain their goals and achieve real results for their business and your practice.
Get the best package
for your practice
MORE CLIENTS, MORE PROFITS, MORE RECOGNITION
- Tell us your goals.
- Let's decide together what platform you need.
- Begin working with your clients and your BEI Team to achieve their goals.
Licenses
Free Account
Get your Exit Planning Toolkit with resources designed to get you thinking about ways to get new clients, engage them in planning, and manage their plans to reach their exit goals.
Let's Get StartedAssociate Membership
If you’re looking to learn how planning concepts can help you broaden the scope of work you do with your clients, the BEI Associate Membership is your answer.
$49/MonthMarketing License
Start driving brand awareness to have more impactful conversations with clients.
$550/MonthPlanning License
Deliver custom planning solutions with a tool that uses a repeatable process.
$550/MonthFull-Service License
The BEI Full-Service License is designed for advisors that want a full set of tools and a framework to accomplish whatever goals they have with business owners. Get everything you need to implement a comprehensive planning system in your existing practice, including:
- An exclusive marketing platform to expand your message and reach more people in your target market.
- Brandable materials that drive more conversations with business owners.
- Tools to help you spend less time providing quality solutions to clients.
- A solution specifically designed to keep the planning process moving forward to reach your clients’ goals.
When you implement BEI resources in your practice, you are going to have a better understanding of your client’s goals and greater success with the results.
$925/Month
Cutting-Edge Professional Development
Exit Planning Boot Camp
Gain the confidence to address
planning conversations and the
ability to identify opportunities
with business owners.
Advanced Exit Planning Series
Expand your knowledge of potential planning solutions available to reach clients’ goals.
Certified Exit Planner Designation
Get the designation that shows owners you are prepared for any planning situation.
What Our Customers
Are Saying
Steve Zeller
Zeller Kern Wealth Advisors
Crystal Faulkner
MCM CPAs & Advisors
Andrew Meehan
Principal and Financial Advisor at Peachtree Planning
Tax Reduction 101: Get to Know Madison Fund Service, Ltd.It’s not what you make, it’s what you keep. This is the mindset of Han Gu, President and Founder of Madison Fund Service, Ltd., BEI’s latest strategic alliance who will be featured in an upcoming webinar on June 14, 2023 at 1:00pm EST. Next webinar starts in: |
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