Unlock the ultimate Exit Planning resource hub
Supercharge your Exit Planning efforts with cutting-edge tools, tailored strategies, and unmatched access to top-tier industry experts.
Deliver exceptional Exit Plans and exceed client expectations
Empower business owners to successfully exit their businesses leveraging tools, resources, and strategies from the best in Exit Planning.
BEI Exit Planning License gets you:
Exit Planning Software
Create detailed, customized Exit Plans with pre-built recommendations and interactive deliverables.
Flexible Reporting Options
Create drafts for every stage of Exit Planning, from proposal through exploration and implementation.
Advisor Collaboration Tools
Work seamlessly with other advisors to ensure strategy alignment and effective execution.
Personalized Plan Reviews
Get expert feedback to enhance the quality and impact of your client Exit Plans.
Deliver value consistently and effortlessly
Discovery & Assessment Tools
Simplify the process of uncovering client goals and challenges with easy-to-use assessments tailored for business owners.
Personalized Client Reports & Proposals
Craft professional, tailored reports that clearly outline goals, strategies, and actionable next steps for your clients. Help them visualize their path forward with clarity and confidence.
The industry standard Exit Planning platform included with every BEI Exit Planning License
Access intelligent Exit Planning software that lets you develop customized Exit Plans using your expertise or draw from an extensive library of battle tested recommendations.
Deliver value consistently and effortlessly
Stay top-of-mind with a professional email newsletter tailored to your clients’ needs. Automatically distributed on your behalf to an unlimited number of clients, it keeps your brand visible while delivering actionable, relevant insights.
Premiere Benefits of a BEI Exit Planning Membership
For advisors ready to become an expert in Exit Planning and exceed client expectations
Why Choose the Exit Planning License?
The BEI Exit Planning License takes your advisory practice to the next level – providing the expert tools and top-level resources you need to create, execute, and deliver exceptional Exit Plans.
Level up your advisor business
Build Credibility
Elevate your reputation with business owners through polished, branded content and actionable deliverables.
Save Time
Streamline client engagement, planning, and marketing processes to focus on what matters most: building relationships and solving problems.
Enhance Collaboration
Leverage the expertise of other advisors, connecting with like-minded professionals worldwide to address complex client needs.
Drive Results
Deliver customized solutions that help business owners achieve their personal and financial goals with confidence.
Exit Planning License FAQ
What makes the Exit Planning License unique?
How does the PlanIt Software Platform work?
Can I use the Exit Planning License for collaborative projects?
What kind of support is included?
Can I upgrade from another license to the Exit Planning License?
Can I get a PlanIt trial account?
Have additional questions?
Speak to a real person.
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