Who we are
About BEI
BEI provides business advisors the tools to help them differentiate their practice and provide better solutions to clients.
No other organization offers advisors comprehensive Exit Planning training, marketing support, and plan-creation tools. For over 25 years, BEI has helped advisors build deeper relationships with clients and provided resources to help their business owner clients reach their goals.
BEI Founded
Members
10,000+
Businesses Transfered
30K+
Assessments Created
The BEI Story
Our founder, John Brown, started working with business owners as an estate planning attorney in 1977. While working to manage the owner’s assets, he soon realized a common problem: No one was helping those owners exit their companies. Without planning, how would these owners convert their largest financial assets into cash and move successfully into their post-business lives?
Realizing the ever-increasing need to help business owners successfully transfer out of their businesses, John was determined to find a solution.
To help owners focus on their ultimate goals, John developed a process that brought together owners and their advisors to talk about ownership issues and long-term planning. Based on this experience, John began to refine his thinking about the unique issues business owners face.
BEI was founded in 1996, with the purpose of helping as many business owners as possible reach their goals by providing tools and resources to their advisors. Today, BEI has successfully transitioned to the next generation and our advisor network continues to grow as we experience the largest business ownership transition in history. As a trusted advisor to business owners, are you ready to capture this opportunity?
