BEI Membership

License & Pricing

The Chapter License

Build deep relationships with other Trusted Advisors who can truly impact your business.

$2,400

Per member, annually
Save 20% vs monthly!

$250

Per member, monthly
Save 20% by going annually!

Chapter License Core Features

Revenue Generation

Exchange referrals that result in revenue and business growth

Trusted Advisor Resources

Build a bench of advisors you trust to offer your clients more value

Visibility and Branding

Extend your business and elevate your standing – locally, regionally and nationally

Connection and Community

Gain access to and grow with a curated community of business planning advisors

A Powerful Mix of Business Advisors

BEI Chapter Members represent the most active and engaged professionals within the lower to middle market. Connect with a carefully vetted national network of Trusted Advisors across a mix of industries that will help you unlock new referrals and benefits for your business.

BEI Chapter Advisor Practice Areas:

  • Legal 
  • Accounting
  • Banking & Finance
  • Insurance
  • Financial Services
  • Investment Management
  • Consulting
  • M&A Specialists

Build Your Bench of Trusted Advisors

Be a hero with your clients. Be valued not only for your own expertise, but for the other Trusted Advisors you can bring in from other industries and expertise when you see a need.

Chapter System

In today’s competitive landscape, differentiation is key. A BEI Chapter License is a proven system that provides best practices, timely content, prospect action items, and marketing consistency. The results range from dynamic business growth to lifelong friendships. The Chapter System has three elements:

Be part of a nationwide community of best-in-class Trusted Advisors.

As a BEI Chapter Member, you can access and unlock the power of relationships quickly and generate consistent cross-referrals through our carefully vetted network of top professionals across a mix of specialties. Our collaboration culture helps you optimize your business’ potential and accelerates your networking business results.

Through our hybrid model of in-person and virtual networking meetings, BEI ensures that each member has the resources to achieve expanded reach, relevance, access, and connectivity both locally and nationally.

Interested in joining a BEI Chapter? Here is how to start the process.