Business Exit Planning Networking for Advisors & Consultants
Grow your Exit Planning business by diving into real-world case studies in collaboration with a diverse group of professional advisors.
Collaborate with the best in Exit Planning
Cultivate your Exit Planning expertise, gain valuable resources, and increase your visibility as a business advisor under a structured forum curated by BEI Chapter Leaders in concert with Exit Planning experts at BEI.
BEI Chapter Membership gets you:
Community
Connect and cultivate your expertise with a diverse network of Exit Planning advisors across specialties.
Trusted Resources
Share case studies and resources in a time-tested framework to offer your clients more value.
Visibility & Branding
Extend your business reach and elevate your standing locally, regionally and nationally.
Revenue Generation
Leverage referrals and insights from Exit Planning leaders to expand your practice and grow business revenue.
All the benefits of a BEI Chapter Membership
For advisors wanting to connect with and learn from a diverse group of Exit Planners
✓ Local Chapter Membership
✓ Monthly Chapter meetings
✓ Revenue generating collaboration
✓ Diverse advisor network
✓ Referrals from Exit Planning peers
✓ Insights from trusted business advisors
✓ Member Directory
$
2400
/yr
Interested in becoming a BEI Chapter Leader?
BEI is seeking a diverse selection of Exit Planning thought leaders to helm BEI Chapters in locations across the US
BEI Chapter Leaders represent the best in Exit Planning across the country. As a BEI Chapter Leader, you’ll position yourself as a top resource in Exit Planning with exclusive access to BEI Exit Planning experts and comprehensive BEI Chapter Leader resources to curate monthly BEI Chapter meetings for a mix of skilled business advisors in your region.
BEI Chapter Membership FAQs
What is the main purpose of a BEI Chapter Membership for business advisors?
The BEI Chapter Membership connects you with a network of trusted advisors across industries to expand your visibility, expertise, and referral opportunities in Exit Planning.
Who is eligible to join a BEI Chapter?
Professionals across industries like legal, finance, insurance, and business consulting with an interest in Exit Planning can join.
How are BEI Chapters different from other advisor networks?
Unlike other networks that separate advisors based on specialty, every BEI Chapter is uniquely made up of a range of professionals across industries, ensuring a diverse set of experiences and insights.
What happens in BEI Chapter meetings?
BEI Chapter meetings include sharing case studies, discussing challenges, collaborating on strategies, and generating referrals among members.
Can I join multiple BEI Chapters?
BEI Chapter Membership is typically tied to one local BEI Chapter, but opportunities to connect with other regions may arise during events.
How does a BEI Chapter Membership generate referrals?
By collaborating with a diverse group of professionals, you build strong relationships and enhance your network, increasing your chances of receiving valuable referrals.
Have additional questions?
Speak to a real person.
Give us a call or email us! We have real people who’d love to help you find the best solutions for your advisory practice.
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More Professional Insights from BEI
Exit Planning Blog Articles

Maximize Business Value with Owner Based Planning
Mark McNeillie
July 22, 2025
In today’s dynamic business environment, strategic planning is more critical than ever. Owner Based Planning provides a robust framework that

Exit Planning Is a Whole-Person Journey
Lindsay Giachetti
July 15, 2025
How to recognize and respond to the emotional roadblocks owners face when planning their exits. Most advisors know this moment

Advisor’s Guide to Entering the Exit Planning Marketplace
Lindsay Giachetti
July 8, 2025
Core Insights Breaking Through: How to Overcome Barriers in the Exit Planning Market Last week, we explored the common roadblocks