Find the right membership plan for your advisory business
Grow your expertise, engage clients, and drive results with a BEI License.
Save 20% when you subscribe annually.
- ✓ Local Chapter Membership
- ✓ Revenue generating collaboration
- ✓ Trusted advisor network
- ✓ Monthly meetings
- ✓ Quarterly events
- ✓ Member Directory
- ✓ Branded collateral
- ✓ Automated content
- ✓ Online assessments
- ✓ Custom landing pages
- ✓ Data-driven proposals
- ✓ Custom action plans
- ✓ Owner-centric approach
- ✓ Discovery & assessment
- ✓ Personalized recommendations
- ✓ PlanIt for OBP
- ✓ Resource library
- ✓ Virtual coaching
- ✓ Access to expert teams
- ✓ Access to the ultimate Exit Planning hub
- ✓ PlanIt for Exit Planning
- ✓ Interactive Exit Planning deliverables
- ✓ Flexible reporting
- ✓ Collaboration tools
- ✓ Expert Exit Plan reviews
Looking for a custom Exit Planning solution?
Exit Planning at scale
Every BEI Enterprise Exit Planning License includes dedicated support and expansive resources so you can empower your team to drive efficiency and achieve exceptional results. Connect with BEI’s sales team to discuss a custom Exit Planning License with solutions and pricing tailored to your organization.
- ✓ Dedicated support
- ✓ Unlimited team access
- ✓ Scalable collaboration
- ✓ Custom pricing
Compare Plans
Discover which features fit your Exit Planning License needs.
| Chapter | Marketing | Owner Based Planning | Exit Planning | |
|---|---|---|---|---|
| Local chapter membership | ✓ | ✓ | ✓ | ✓ |
| Member directory | ✓ | ✓ | ✓ | ✓ |
| Monthly member meetings | ✓ | ✓ | ✓ | ✓ |
| Case studies | ✓ | ✓ | ✓ | ✓ |
| Quarterly events | ✓ | ✓ | ✓ | ✓ |
| Video overviews | ✓ | ✓ | ✓ | ✓ |
| Exit Planning toolkit | ✓ | ✓ | ✓ | ✓ |
| Certification discounts | ✓ | ✓ | ✓ | ✓ |
| One-on-one onboarding | ✓ | ✓ | ✓ | ✓ |
| Practice groups | ✓ | ✓ | ✓ | ✓ |
| Access to strategic alliances | ✓ | ✓ | ✓ | ✓ |
| Automated newsletters | – | ✓ | ✓ | ✓ |
| Branded marketing materials | – | ✓ | ✓ | ✓ |
| Speaking kit | – | ✓ | ✓ | ✓ |
| Customizable client reports & proposals | – | ✓ | ✓ | ✓ |
| Assessment & discovery tools | – | ✓ | ✓ | ✓ |
| Client management | – | – | ✓ | ✓ |
| Value driver recommendations | – | – | ✓ | ✓ |
| Personalized plan review | – | – | ✓ | ✓ |
| AI Prospecting Book | – | – | ✓ | ✓ |
| PlanIt for Owner Based Planning | – | – | ✓ | ✓ |
| PlanIt for Exit Planning | – | – | – | ✓ |
| Advanced collaboration tools | – | – | – | ✓ |
| Exit Planning resource library | – | – | – | ✓ |
| Intelligent Exit Planning recommendations | – | – | – | ✓ |
| Interactive deliverables | – | – | – | ✓ |
BEI License FAQ
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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 role of Exit Planning. With proper preparation, its future could have been secured, preserving its cultural significance. Can Sam Wo’s story inspire businesses to protect their legacies?
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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.
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