BEI helps you plan better by providing expert guidance and assistance throughout the exit planning process. We offer user-friendly software that enables you to create accurate and customizable exit plans. Our software is designed to help you eliminate errors and increase your efficiency during initial fact-finding conversations with business owners. With BEI, you can be confident in your approach and ensure successful outcomes for both you and your clients while charging a plan design fee.

As a business advisor, you understand the importance of good marketing. It can make all the difference when it comes to the success of your business and creating consistent revenue. That’s why informing your clients about your exit planning services is no exception – it requires skilled marketing to truly connect with your target audience. Luckily, our planning license includes top-notch marketing services that are designed to give your business a competitive edge.

We offer a range of marketing strategies that are tailored to meet your specific needs. For example, our social media marketing strategy involves creating engaging and relevant content that resonates with your audience across different social media platforms. We’ll also help you optimize your website and create compelling blog content that helps to establish your brand as a trusted authority in the industry.

In addition to our digital marketing strategies, we also offer more traditional marketing techniques, such as direct mail and print advertising. These methods can be especially effective when targeting specific demographics or geographic regions.

With our comprehensive planning license, you can rest assured that your exit planning services will be marketed in the most effective and efficient way possible. We believe that success in business is all about making smart investments, and our marketing services are a prime example of that philosophy. So why wait? Contact us today to learn more about how we can help you take your business to the next level!

For one person only. Corporate licenses available for multiple users.

Sorry, we do not offer trials. Our aim is to provide top-notch services to our users in every aspect, without compromise. We are dedicated to delivering unparalleled quality products, service and support. We strive to offer the best customer experience and the full value of our offerings.

Yes, absolutely! Our dedicated Client Success team is always available to provide you with expert guidance on Client Engagement, Plan Design, and Delivery, ensuring that you receive the highest quality service and achieve your desired outcomes. From initial consultation to ongoing support, our team is committed to your success and satisfaction. Let us help you navigate the complexities of your project and attain optimal results.

You must keep our copyright and can add your branding to our marketing content. In fact, we encourage you to include your own branding alongside our high-quality content. By doing so, you can further enhance the strength and credibility of your brand while still respecting our copyright. So feel free to incorporate our content into your marketing materials and let us help you take your brand to the next level.

Certification is discounted for all license levels.