Scale Your Planning Practice with a BEI Membership
Access enterprise-grade planning software, proven templates, and ongoing support—everything you need to deliver exceptional business planning efficiently.
Everything you need to build a stronger advisory practice.
BEI Membership gives you access to the full system behind successful business and exit planning. With proven frameworks, training, software, tools, and hands-on support, you can work more effectively with business owners and grow your planning services.
What You Get From BEI Membership:
01
Proven Methodology
25+ years of refinement with BEI’s Seven Step Exit Planning Process™ and Three Step Owner-Based Planning Process.
02
Comprehensive Training
Access Boot Camps, courses, and/or the CExP™ certification track, with opportunities for ongoing learning.
03
Advisor Coaching
Opportunities for coaching, plan reviews, and advisor collaboration to support your development as a planner.
04
Community & Events
Engage with a national network of advisors through forums, roundtables and member events.
05
PlanIt Planning Software
Use BEI’s integrated software to build business and exit plans with guided workflows and client tools.
06
Templates & Resources
A library of templates, assessments, and guides to support every stage of planning.
07
Client-Ready Deliverables
Access polished reports, white papers, and presentations that elevate your client conversations.
08
Webinars & Member Updates
Stay current with regularly released webinars, tools and practice insights.
Platform Spotlight
PlanIt: Your Planning Operating System
The platform that powers efficient, professional business planning at scale
Guided Workflows
Step-by-step processes that ensure nothing is missed
Smart Templates
Pre-build frameworks to suit each client situation
Visual Dashboards
Client-facing analytics that communicate value clearly
CRM Management
Client-facing marketing materials and management tools to support your business.
What PlanIt Helps You Do
- Business value assessment and gap analysis
- Exit strategy development and scenario modeling
- Client reports and presentation generation
- Owner readiness and personal goal planning
- Stakeholder coordination and timeline management
- Action plan tracking and progress monitoring
Memberships That Scale With Your Practice
Whether you’re building relationships or executing full business & exit plans, BEI offers memberships that grow with your planning work.
Foundational
Chapter Membership
$2,400/yr
Foundational access to collaboration, referrals, and advisor visibility.
- Invitation-only advisor network
- Monthly chapter meetings
- Quarterly networking events
- Member directory access
- Member spotlights and visibility
Advanced
Owner Based Planning Membership
$6,500/yr
Tools and support for owner-centered planning engagements.
- Discovery and assessment tools
- One-on-one virtual coaching
- Planning guides and templates
- Access to webinars and events (CE eligible)
- PlanIt for owner-based planning software
Comprehensive
Exit Planning Membership
$10,000/yr
Tools and support for executing and validating Exit Plans.
- Discovery and assessment tools
- One-on-one virtual coaching
- Planning guides and templates
- Access to webinars and events (CE eligible)
- PlanIt exit planning software
Built for advisors delivering complete, strategic Exit Plans with confidence.
What Advisors Say About BEI
Hear from professionals who’ve transformed their practice with BEI’s exit planning methodology
Frequently Asked Questions
Get answers to common questions about BEI’s programs and methodology
Business exit planning is a proactive process that helps business owners grow business value and prepare for a future transition, whether that exit is soon or years away. It aligns business, financial, and personal goals to build a stronger, more transferable company. Any owner who wants to increase value, reduce risk, or eventually transition their business can benefit from exit planning, from those preparing for a sale to those focused on long-term growth and continuity.
No. Certification is not required to use BEI’s tools or deliver business and exit planning services. Many advisors, however, choose to pursue the CExP™ credential to strengthen their credibility and deepen their expertise.
No. BEI serves advisors, attorneys, CPAs, insurance providers, consultants, and financial professionals who work with business-owner clients. It is for professionals who want a clear, credible way to guide owners through business transitions and value growth.
The CExP™ certification is designed for advisors who want a deeper, more hands-on approach to business and exit planning. While CEPA provides a strong educational foundation, the CExP™ focuses on practical application using BEI’s proven planning processes, tools, and advisor support. CExP™ credential holders learn not only the concepts of exit planning, but how to implement a repeatable planning process with real clients.
Access enterprise-grade planning software, proven templates, and ongoing support—everything you need to deliver exceptional business planning efficiently.
The full certification pathway can be completed in as little as three months, depending on your pace. Each stage—Boot Camp, advanced exit planning (AExP), and CExP™— has generous completion windows, with most advisors having up to a year to finish the program.
Full access to BEI’s tools comes with membership, but we do offer training programs that don’t require joining. The best way to explore your options is a conversation with our team—we’ll help you determine the right starting point.