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 | – | – | – | ✓ |
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More Professional Insights from BEI
Exit Planning Articles

Advisor’s Guide to Entering the Exit Planning Marketplace
Core Insights Breaking Through: How to Overcome Barriers in the Exit Planning Market Last week, we explored the common roadblocks

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

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