About Us

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 Leadership Team

The best and the brightest Exit Planning experts in the industry.



Jared Johnson

Jared serves as an expert in helping Members understand the tools needed to grow a service offering to drive increased revenues within their firms.

John Brown


John Brown

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.

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Recent Blog Posts


Aug 2022

Breaking Down the Exit Planning Process (Part 1)

Breaking Down the Exit Planning Process with BEI Member, Laura Troshynski &


Aug 2022

6 Strategies to Get Business Owners to Act

When an Exit Planning Advisor is working with a prospective client, it is common


Jul 2022

Exit Planning for Forever Owners

Have you ever worked with a business owner who is so invested in their business i


Jul 2022

Selecting the Best-Suited Business Exit Path

Those who have been following BEI for some time know that there are


Jul 2022

Finding Business Value in the Blind Spots

Today’s blog highlights BEI Member, Ben Isakov.

Stop Looking for Customers... Start Looking for Referral Sources

The chances of you walking into a networking event where you’ll meet your perfect prospect who needs your product or service at that EXACT point in time are virtually zero.  The chances of you walking to the same event and meeting someone who can lead you to your perfect prospec

Next webinar starts in:

Stop Looking for Customers... Start Looking for Referral Sources RegisterOn-Demand Series


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