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.
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
Chris Volberg, CExP™
Andy Karlen, CExP™
Nick Niemann
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
How to Save a Legacy Business: Lessons from Sam Wo’s Possible Closure
Sam Wo, a 115-year-old Chinatown institution, faces closure as its owner retires without a successor. This historic restaurant, known for its simple Cantonese dishes and colorful legacy, highlights the vital...
The Business Advisor’s First and Second Mistakes
After decades spent working with both advisors and owners, we’ve found that advisors who want to represent owners make two fundamental mistakes in approach.
How Advisors Can Differentiate Themselves: Taking the Burden Off the Owner
Business owners are a rare breed. In founding their businesses, they buck the trend of working for someone. They think differently, act differently, and succeed differently from most people. This...
