Licenses
Marketing and Planning Support for Business Advisors
At BEI, we understand that having a process helps you do more. With a BEI License, you get the framework that allows you to better understand your clients’ goals and create a solution for them. Over 2,500 advisors worldwide use BEI's tools and resources to help their clients achieve goals. When you join this elite group, you will have great success with your clients.
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Attract
Engage
Deliver
License Levels
Whether you want to be a full-fledged Exit Planner or focus on particular elements of Exit Planning, BEI can help you broaden your scope of work and attract new clients to your core practice with one of the three BEI Licenses.
Marketing
$550
/month12 month term
Start driving brand awareness to have more impactful conversations with clients.
Marketing
Brandable Marketing Content- Automated Content Distribution
- Networking and Workshop Resources
- Assessment & Discovery Tools
- Brandable Client Reports
- Customizable Proposals
Planning
$550
/month12 month term
Deliver custom planning solutions with a tool that uses a repeatable process
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Planning
- Assessment & Discovery Tools
- Brandable Client Reports
- Customizable Proposals
- Interactive Planning Deliverables
- Intelligent Planning Recommendations
- Collaboration Tools
Full
$925
/month12 month term
Designed for advisors that want a full set of tools and a framework to accomplish whatever goals they have with business owners.
Full
- 2 Free Associate Memberships
- Brandable Marketing Content
- Automated Content Distribution
- Networking and Workshop Resources
- Assessment & Discovery Tools
- Brandable Client Reports
- Customizable Proposals
- Interactive Planning Deliverables
- Intelligent Planning Recommendations
- Collaboration Tools
20M
Over 20 Million businesses in operation
81%
Of Owners want to stop working in the next 10 years
20%
Have written plan to transition ownership
100%
Of Owners will stop being owners at some point
What do you need from us?
BEI trains and supports business advisors to be the preeminent Exit Planning resource for business owners in their communities. Our members ultimately seek to help business owners and their families benefit from their lives’ work.