Custom Planning Strategies for Every Business Owner

Core Features

  • Intelligent Planning Recommendations
  • Assessment & Discovery Tools
  • Interactive Planning Deliverables
  • Advisor Collaboration Tools

Core Features

Unlock the Power of Data to Drive Your Planning

Leverage the advanced BEI technology and state-of-the-art tools to turbocharge your business planning efforts. With PlanIt, you can seamlessly conduct personalized online assessments for each and every business owner. Take full advantage of our exclusive links, dynamic QR codes, and captivating landing pages to effortlessly connect with a broader audience, while generating valuable leads that can skyrocket your success.

Gather the Essential Data to Propel Planning

Use BEI technology and cutting-edge tools to supercharge your business planning efforts. With PlanIt, conduct personalized online assessments for each business owner. Take advantage of unique links, QR codes, and landing pages to effortlessly connect with a wider audience, generating valuable leads.

QR Code

Smart Planning Recommendations for Every Client

As you delve into the intricate details of your client’s business and their goals, seize the opportunity to create strategies that meet their unique needs. Leverage your expertise to provide recommendations that will drive their business towards unprecedented success. Alternatively, take advantage of the extensive recommendation library in PlanIt, where you can explore a wealth of proven strategies and innovative ideas. With this invaluable resource at your disposal, you can easily discover groundbreaking solutions that will have a lasting impact on your client’s business trajectory.

Three Output Options to Choose From:


Quick List

With this version format, advisors can present a condensed yet comprehensive list of recommendations, making it easy for clients to grasp the main points quickly. 



This version offers a comprehensive breakdown of each recommendation, providing an in-depth understanding of its functionality, advantages and disadvantages, as well as the specific aspects that require attention.


Enhanced Recommendations

This version offers several elements that enable you to incorporate input from each responsible advisor, as well as outline how the recommendation will be structured and implemented.

Customize Your Offering with Interactive Planning Deliverables

PlanIt provides a variety of interactive planning solutions that are designed to cater to the unique requirements of your clients. Whether they need a comprehensive Exit Plan or specific elements like increasing business value or ensuring seamless continuity, our personalized documents, deliverables, and reports can be effortlessly customized to align with your client’s ever-changing goals.

We’re Here to Equip You. Together, We’ll Triumph.

When developing a strategic plan for your clients, there are several crucial factors and steps to consider. The exciting news is that you don’t have to be an expert in every aspect. With PlanIt, you have the opportunity to collaborate with fellow advisors and create comprehensive recommendations and timelines. What’s even more impressive is that as a member of the BEI Advisor Network, you can tap into the vast expertise of like-minded advisors from all around the globe.

Here at BEI, our primary focus is to empower you with the finest tools and content available. We fully understand the profound impact that the right resources can have on your practice. Throughout the onboarding process, our dedicated team will work closely with you to define your goals and demonstrate how you can effectively leverage the resources provided through the BEI Advisor Network.

If you find yourself in need of additional assistance with discovery meetings, client inquiries, planning meetings, or assembling a team of advisors, we are delighted to connect you with a BEI Planning Consultant who can offer expert guidance and unwavering support.

Together, we will triumph in your journey towards success.


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