Expand Your Business Advisory Practice with Owner Based Planning
BEI Owner Based Planning Membership was especially designed for insurance advisors, financial advisors, and other business planners wanting to offer more to their clients.
BEI Owner Based Planning Membership gets you:
Proven Planning Framework
Help business owners achieve their goals through a structured process.
Expert Collaboration Teams
Collaborate with a powerhouse of expertise to deliver exceptional results.
Tailored Recommendations
Deliver actionable, owner-centric solutions with written recommendations.
Owner Based Planning for business advisors
Discover a direct path from your client's goals to the solutions you can offer them.
Building Business Value
Increase profitability, enhance operations, and develop leadership.
Minimizing Risk
Protect against financial, legal, and operational vulnerabilities.
Ensuring Continuity
Secure the future with strategies for business longevity and seamless transitions.
Who is BEI?
✓ Business consultants with 25+ years of planning experience
✓ Over 10,000 successful business transitions
✓ Your trusted business planning partner
Owner Based Planning Membership
Transform your practice and help business owners achieve success
✓ Owner Discovery & Assessment
✓ Personalized Recommendations
✓ Value Driver Strategies
✓ Access to Expert Advisory Teams
✓ Implementation Action Plan
✓ PlanIt for Owner Based Planning
Recommendations for Your Business Owner Clients
BEI Owner Based Planning Membership empowers advisors with the tools and resources to provide tailored recommendations that enhance business operations, safeguard key assets, and create a foundation for long-term success. Here are some examples:
Building Value
- Non-qualified deferred compensation
- Cash flow growth strategies
- Management development
- Management transition roadmaps
Minimizing Risk
- Personal insurance
- Personal financial plan revisions
- Personal asset protection
- Key person life insurance
Ensuring Continuity
- Stay & continuity bonus programs
- Business asset protection
- Buy-out or buy-back deals
- Insurance-funded Buy-Sell Agreements
How OBP Supports You
1. Training & Onboarding
Start strong with structured training and a guided 90-day coaching experience to help you confidently integrate Owner Based Planning into your practice.
2. Plan Design Resources
Access customizable tools, including PlanIt—our advanced planning software—and receive expert guidance to uncover owner goals and deliver comprehensive, actionable recommendations including insurance solutions.
3. Ongoing Support
Continue growing with dedicated Customer Success resources and a network of planning experts to support implementation and long-term success.
BEI Owner Based Planning Membership FAQs
What is the Owner Based Planning process?
The Owner Based Planning process is a comprehensive framework for business advisors like you, that guides you through discovery of business owner objectives, creation of a custom assessment based on business owner goals, and the delivery of personalized, actionable recommendations to achieve growth, minimize risks, and ensure continuity for their business. Your BEI Owner Based Planning Membership includes resources that allow you to create OBP Plans, build out your advisor team, and track progress of your OBP Plans over time.
How does the BEI Owner Based Planning Membership differ from other BEI Memberships?
Unlike other BEI Memberships that primarily emphasize Exit Planning or succession planning, the BEI Owner Based Planning Membership is designed for advisors with business owner clients who are not yet ready to transition out but want to build value and prepare for long-term success.
What types of recommendations will I receive?
From growth strategies to risk mitigation and continuity planning, you’ll receive actionable recommendations packaged as a comprehensive plan for business owners.
What is PlanIt for Owner Based Planning?
PlanIt for Owner Based Planning, included with every BEI Owner Based Planning Membership, is a comprehensive web-based software platform that allows you to create owner assessments, deliver custom recommendations, and keep track of advisors you may be working with for each of your business owner clients.
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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Toll free: 888-206-3009
More Professional Insights from BEI
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July 22, 2025
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July 15, 2025
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Advisor’s Guide to Entering the Exit Planning Marketplace
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July 8, 2025
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