There's no better place for you to grow your practice.
Avg Business Value Growth
50%
Plans Facilitated
$750B
Ready to discover how a BEI membership can transform your practice?
Access proven strategies, expert guidance, and a supportive network to help you drive client success and business growth.
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 Practice
Designed to match your goals, from foundational 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 Clients
4x
Avg Business Value Growth
$750 Billion
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, helping you grow faster, serve better, and stand out in your market.
Trusted by Leading Organizations
Top-performing insurance and financial professionals use our tools to deepen client relationships, uncover planning opportunities, and drive revenue.
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