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Starter Plan

Core Features

  • Advisor Network Access 
  • Articles 
  • Case Studies & Discussions 

Core Features

The BEI Starter Plan empowers you with valuable knowledge to assist business owners in strategically planning for the future of their businesses, while also allowing you to broaden the scope of your services.

If you’re eager to expand your knowledge of planning concepts and how they can enhance the services you provide to your clients, then the BEI Starter Plan is the perfect fit for you. Whether you’re new in the planning field, an experienced professional, or a dedicated learner, this plan will set you apart, equip you with valuable strategies, and empower you to successfully execute for your clients.

Stand Out from the Crowd

Most business owners have a desire to transition their businesses within the next 10 years. However, it is surprising to discover that less than 20% of them are engaging in meaningful conversations with advisors who can help. By enrolling in the Starter Plan, you can immediately gain the knowledge necessary to have more impactful and effective conversations than others in your profession. Moreover, the Starter Plan offers practical solutions, both in the short and long term, to address the challenges that keep business owners awake at night.

Expand Your Knowledge

The Starter Plan is designed to enhance your understanding of planning techniques and how they can positively impact the services you currently offer. By enrolling in the Starter Plan, you will learn from advisors in various fields who have successfully utilized BEI planning techniques to expand their practices. This deeper knowledge of planning will open new opportunities for you to implement your core services in unique and often overlooked situations

Drive Success

Gain access to a wealth of knowledge with our exclusive articles, case studies, and video overviews that delve into the challenges faced by business owners and how you can provide solutions. Discover applicable strategies from industry thought leaders that seamlessly integrate with your core practice, allowing you to quickly and easily apply the insights gained from our case studies. Take immediate action with our actionable resources, conveniently available through your complimentary Exit Planning Toolkit.

If you require extra assistance with discovery meetings and client inquiries, we can connect you with a BEI Planning Consultant who will provide expert guidance and support.

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

When creating a plan for your clients, there are numerous factors and steps to consider. The great news is that you don’t have to be an expert in every area. With PlanIt, you can collaborate with other advisors and create comprehensive recommendations and timelines. What’s even better is that as a member of the BEI Advisor Network, you can tap into the expertise of like-minded advisors from around the world.

At BEI, we are dedicated to equipping you with the best Exit Planning tools and content available. We understand the significant impact that the right resources can have on your practice. Throughout the onboarding process, our team will work closely with you to define your goals and demonstrate how you can effectively utilize the resources provided through the BEI Advisor Network.

If you require extra assistance with discovery meetings, client inquiries, planning meetings, or assembling an advisor team, we can connect you with a BEI Planning Consultant who will provide expert guidance and support.

Together, we will triumph in your journey towards success.

Schedule a personalized tour of the Premium Plan suite of solutions.

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