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.

Monthly

Annually Save 20%

Chapter

Network and collaborate

$ 250

$ 2,400

~~$3,000~~

✓ Local Chapter Membership
✓ Revenue generating collaboration
✓ Trusted advisor network
✓ Monthly meetings
✓ Quarterly events
✓ Member Directory

Marketing

Kickstart your offering

$ 500

$ 4,800

~~$6,000~~

Everything in Chapter PLUS:

✓ Branded collateral
✓ Automated content
✓ Online assessments
✓ Custom landing pages
✓ Data-driven proposals
✓ Custom action plans

Owner Based Planning

Help owners succeed

$ 750

$ 6,500

~~$9,000~~

Everything in Marketing PLUS:

✓ Owner-centric approach
✓ Discovery & assessment
✓ Personalized recommendations
✓ PlanIt for OBP
✓ Resource library
✓ Virtual coaching
✓ Access to expert teams

Exit Planning

Become an expert

$ 1,000

$ 10,000

~~$12,000~~

Everything in OBP PLUS:

✓ 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

Am I buying a license for myself or my company?

BEI Licenses are for individual use. Corporate or enterprise licenses are available for teams or multiple users. Contact us for more details.

How quickly can I get started with a BEI License?

Immediately! Once you subscribe, you’ll receive access to tools, resources, and support to begin right away.

Can I pay per client use?

No. BEI provides a comprehensive Exit Planning platform designed for consistent revenue, client satisfaction, and practice growth—not a pay-per-use model.

Can I upgrade from my existing membership to another BEI License?

Yes, you can upgrade at any time to access additional tools, resources, and advanced planning capabilities. Contact us if you’d like help upgrading your membership.

Is certification free or discounted with a membership?

The CExP™ certification program, AExP™ series, and BEI Exit Planning Bootcamp are discounted for all License levels, offering an affordable way to enhance your credentials. Additionally, we offer member discounts on other training modules and materials. Discounted training and certification can be purchased from the Education & Training area of the membership center.

How does the cost of a BEI License compare to its value?

A BEI License is an investment in growing your practice. With tools, resources, and expertise helping you create high-value plans, attract clients, and generate consistent revenue, a BEI License quickly pays for itself. Many advisors offset the cost through plan design fees, new client acquisition, and enhanced client retention, ensuring a strong return on your investment.

Can I talk to someone about a client situation?

Yes! Our Client Success team is here to guide you through Client Engagement, Plan Design, and Delivery. From initial consultations to ongoing support, we’re committed to helping you achieve the best outcomes for your clients.

Have additional questions?

Start a dialogue with an Exit Planning expert at BEI

Speak to a real person.

Give us a call or email us! We have real people who’d love to chat with you.

OFFICE HOURS

Monday - Friday: 8am - 5pm MST

(we honor major US holidays)

CALL DURING OFFICE HOURS

303-321-2242

Toll free: 888-206-3009

EMAIL ANYTIME

General info: info@exitplanning.com

Support: support@exitplanning.com

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The Strategic Role of Insurance Advisors in Owner Based Business Planning

Using Insurance to Protect and Grow Business Value Insurance professionals may not always be seen as the first stop for business owners seeking long-term guidance—but their deep, ongoing client relationships...

Advisor discussing Exit Planning options with business owner client.

Why Business Owners Delay Exit Planning

The Real Reason Owners Delay Exit Planning—and How to Break Through Many owners assume that planning for their exit begins once they’ve decided to leave. But the reality is that...