Jared serves as an expert in helping Members understand the tools needed to grow a service offering to drive increased revenues within their firms.
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.FAQ
BEI Leadership Team
The best and the brightest Exit Planning experts in the industry.
John created The BEI Seven Step Exit Planning Process™ and successfully tested it on hundreds of his own business-owner clients.
Who We Are
BEI trains and supports business advisors to be the preeminent Exit Planning resource for business owners in their communities. Our members ultimately seek to help business owners and their families benefit from their lives’ work.Schedule a Demo
Recent Blog Posts
A basic tenet of business owner engagements is: When we fail to define a business challenge owners have, we fail
As the leading innovators in the Exit Planning space, the BEI team talks daily to
Does your practice differ from others in your profession in a meaningful wa
For over 25 years, BEI has been dedicated to providing innovative and intuitive t
One of the most common questions asked by advisors looking to expand their work a
October is Employee Ownership Month and according to the
Business owners are looking for help and expertise in planning for their future and the Exit Planning market is bigger and broader than ever before. Join us for our last webinar of the 2022 calendar year and discover all the ways BEI can support and provide you with a better way to plan.
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