Home 2025

The best tools, resources, and networking for Exit Planning advisors.

There's no better place for you to grow your practice.

We equip business advisors with the tools, training, and support they need to lead successful Exit Planning engagements. Whether you’re guiding owners through their transition or expanding your advisory services, our solutions are built to help you grow.

Fletcher Brown
Expert Webinars
Professional Networking
Branded Marketing
Owner Assessments
PlanIt for OBP
PlanIt for Exit Planning
BEI member over sunrise

Membership That Grows With Your Practice.

Each of our four membership tiers unlocks a curated set of tools and resources designed to help you deepen client relationships, scale your expertise, and deliver measurable results. Whether you're just starting with exit planning or managing a growing book of clients, there's a plan built for you.

Membership Options for Every Advisory Practice

Designed to match the goals of both you and your business owner clients, from foundational networking and support to advanced Exit Planning tools.

Chapter

Network and collaborate with a diverse group of advisors

Marketing

Develop your brand into an Exit Planning authority

Owner Based Planning

Discovery to solutions in just three meetings

Exit Planning

A premiere suite of tools and resources for Exit Planning advisors

Driving Real Results for Advisors and Their Business Owner Clients

1.5x

Avg Business Value Growth

$750B

In Owner Exits Facilitated

25+

Years of Industry Leadership

Whatever Your Role, We’ve Got You Covered

We designed our tools and services to support you no matter what your profession or offering. From Owner Based Planning to Exit Planning to Value Drivers, we're helping advisors like you grow faster, serve better, and stand out.

Trusted by Leading Organizations

Top-performing insurance and financial professionals use BEI's industry-leading tools for Exit Planning and Owner Based Planning to deepen client relationships, uncover planning opportunities, and drive revenue.

More Professional Insights from BEI

Exit Planning Articles