The Complete Business Exit Planning Toolkit

Supercharge your Exit Planning advisory business with cutting-edge tools, tailored strategies, and unmatched resources and support–all included with a BEI Exit Planning Membership.

Deliver exceptional Exit Plans and exceed client expectations

Empower business owners to successfully exit their businesses leveraging tools, resources, and strategies from the best in Exit Planning.

BEI Exit Planning Membership gets you:

Exit Planning Software

Create detailed, customized Exit Plans with pre-built recommendations and interactive deliverables.

Flexible Reporting Options

Create drafts for every stage of Exit Planning, from proposal through exploration and implementation.

Advisor Collaboration Tools

Work seamlessly with other advisors to ensure strategy alignment and effective execution.

Personalized Plan Reviews

Get expert feedback to enhance the quality and impact of your client Exit Plans.

Streamlined client engagement tools

Discovery & Assessment Tools
Simplify the process of uncovering client goals and challenges with easy-to-use assessments tailored for business owners.

Personalized Client Reports & Proposals
Craft professional, tailored reports that clearly outline goals, strategies, and actionable next steps for your clients. Help them visualize their path forward with clarity and confidence.

The industry standard Exit Planning platform included with every BEI Exit Planning Membership

Access intelligent Exit Planning software that lets you develop customized Exit Plans using your expertise or draw from an extensive library of battle tested recommendations.

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Advanced Exit Planning & Collaboration Tools

Interactive Planning Deliverables Deliver actionable plans, including financial roadmaps and implementation schedules, that engage clients and their teams in the process.

Advisor Collaboration Tools Coordinate seamlessly with other advisors involved in the planning process to ensure alignment and execution.

Premiere Benefits of a BEI Exit Planning Membership

For advisors ready to become an expert in Exit Planning and exceed client expectations

Everything in Chapter and Marketing Memberships PLUS:
✓ PlanIt Software Platform
✓ Interactive deliverables
✓ Flexible reporting options
✓ Advisor collaboration tools
✓ Personalized Exit Plan reviews

$ 10,000 /yr

Why Choose BEI Exit Planning Membership?

The BEI Exit Planning Membership takes your advisory practice to the next level – providing the expert tools and top-level resources you need to create, execute, and deliver exceptional exit plans.

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Level up your advisory business

Build Credibility
Elevate your reputation with business owners through polished, branded content and actionable deliverables.

Save Time
Streamline client engagement, planning, and marketing processes to focus on what matters most: building relationships and solving problems.

Enhance Collaboration
Leverage the expertise of other advisors, connecting with like-minded professionals worldwide to address complex client needs.

Drive Results
Deliver customized solutions that help business owners achieve their personal and financial goals with confidence.

Exit Planning Membership FAQs

What makes the Exit Planning Membership unique?

The BEI Exit Planning Membership includes everything in the Marketing and Chapter Memberships plus advanced tools like PlanIt, the leading Exit Planning software platform for creating personalized, actionable Exit Plans.

How does the PlanIt Software Platform work?

PlanIt simplifies Exit Planning with phased deliverables and a vast library of pre-built recommendations. When you sign up for a BEI Planning Membership, you’ll be able to log in to the platform for exclusive access to the Exit Planning software and advisor collaboration tools.

Can I use the BEI Exit Planning Membership for collaborative projects?

Yes, you can seamlessly collaborate with other advisors to create cohesive, high-impact plans for your clients.

What kind of support is included?

The BEI Exit Planning Membership includes personalized guidance from BEI’s Client Success team, ensuring you get the most out of the tools.

Can I upgrade from another membership to the BEI Exit Planning Membership?

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

Can I get a PlanIt trial account?

Currently, we do not offer trial accounts. Contact us for a personalized demo and to learn more about how PlanIt can meet your needs, ensuring you achieve your advisory goals with confidence.

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 help you find the best solutions for your advisory practice.

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