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Become a Certified Exit Planner (CExP™) or Build Your Foundation with a BEI Boot Camp BEI’s Certified Exit Planner (CExP™) designation is the industry’s most trusted credential for advisors who want to lead business owners through a proven business Exit Planning process. Whether you’re building your foundation with one of BEI’s On-Demand Exit Planning or Owner Based Planning Boot Camps or pursuing full certification through the CExP™ pathway, we provide a structured learning experience to help you become a confident and capable Exit Planning professional. Sign Up Now Learn More Your Roadmap to Certified Exit Planner (CExP™) Certification 1 BEI Exit Planning Boot Camp Begin with foundational training in business Exit Planning fundamentals. 2 CExP™ Exit Planning Course Build expertise with in-depth training on succession, tax, continuity, and value growth strategies. 3 CExP™ Exam Complete a case-based assessment to demonstrate your expertise and earn the CExP™ designation. Business Exit Planning Training Programs: BEI On-Demand Boot Camps and Certified Exit Planner (CExP™) Certification BEI’s Certified Exit Planner (CExP™) designation is the industry’s most trusted credential for advisors who want to lead business owners through a proven business Exit Planning process. Whether you’re building your foundation with one of BEI’s On-Demand Exit Planning or Owner Based Planning Boot Camps or pursuing full certification through the CExP™ pathway, we provide a structured learning experience to help you become a confident and capable Exit Planning professional. Owner Based Planning Bootcamp Learn how to structure and deliver comprehensive owner based plans.$1495 Sign Up Now ✓ Learn the Three Spheres of Owner Based Planning ​ ✓ Identify owner goals, readiness and planning opportunities ✓ Facilitate business planning focused conversations ✓ Use discovery guides and engagement tools to make product-focused recommendations Exit Planning Bootcamp Learn how to structure and deliver comprehensive business exit plans.$1495 Sign Up Now ✓ Learn The Seven Step Exit Planning Process™​ ✓ Apply the BEI Exit Planning framework ✓ Define advisor roles and collaborate as a planning team ✓ Use Exit Planning tools for plan design and delivery Certified Exit Planner (CExP™) Designation Package For advisors who want to go beyond the fundamentals and earn their Certified Exit Planner (CExP™) credential.$6495 Sign Up Now ✓ BEI Exit Planning Boot Camp ✓ CExP™ Exit Planning Course: in-depth training on succession, tax, continuity, and value growth strategies ✓ CExP™ Exam: case-based assessment to demonstrate expertise and earn certification ✓ Access to BEI resources, planning tools and advisor community ✓ Recognition as a Certified Exit Planner (CExP™) Coming soon: Owner Based Planning Designation Package World-Class Training That Drives Real Results BEI’s training programs are nationally recognized as the gold standard in Exit Planning education. Whether you’re looking to add business succession planning to your wheelhouse, or want to become a leader in the industry, we’re here to help you on your journey. There’s more after certification. Advisors who earn their CExP® and join BEI as members unlock the full potential of Exit Planning. Membership includes a comprehensive suite of engagement tools, customizable deliverables, and ongoing coaching from a network of experienced professionals. Everything we teach is built for real-world use—giving you the resources to implement, succeed, and turn your expertise into revenue. Explore Membership Options

RBC

Royal Bank of Canada Advisors – Earn your Approved CExP™ Certified Exit Planner credential with BEI. Gain the structured training, comprehensive tools, and expert support to guide RBC clients through strategic Exit Planning. RBC advisors qualify for discounted pricing when you sign up for BEI’s CExP™ certification program. Learn More Contact Your RBC Representative Why RBC Advisors Choose BEI’s CExP™ Certified Exit Planner Credential RBC-Approved Training: Our CExP™ program is officially recognized by RBC for advisor professional development. Client-Centric Expertise: Distinguish your advisory practice with deep expertise in Exit Planning strategies that resonate with business owners. Enhanced Credibility: Elevate your position and win trust faster with official CExP™ status. Your Roadmap to Certified Exit Planner (CExP™) Certification for Royal Bank of Canada Advisors 1 BEI Exit Planning Boot Camp Begin with foundational training in business Exit Planning fundamentals. 2 CExP™ Exit Planning Course Build expertise with in-depth training on succession, tax, continuity, and value growth strategies. 3 CExP™ Exam Complete a case-based assessment to demonstrate your expertise and earn the CExP™ designation. Contact Your RBC Representative CExP™ Certification Pricing for Royal Bank of Canada Advisors Certified Exit Planner (CExP™) Designation Package For advisors who want to go beyond the fundamentals and earn the Certified Exit Planner (CExP™) credential.$6495 Sign Up Now ✓ BEI Exit Planning Boot Camp​ ✓ CExP™ Exit Planning Course: in-depth training on succession, tax, continuity, and value growth strategies​ ✓ CExP™ Exam: case-based assessment to demonstrate expertise and earn certification​ ✓ Access to BEI resources, planning tools and advisor community​ ✓ Recognition as a Certified Exit Planner (CExP™) ​ Stand Out as a Trusted Royal Bank of Canada Advisor with your RBC-Approved CExP™ Exit Planner Certification BEI’s training programs are nationally recognized as the gold standard in Exit Planning education. Whether you’re looking to add business succession planning to your wheelhouse, or want to become a leader in the industry, we’re here to help you on your journey. Contact Your Account Representative There’s more after certification. RBC Advisors who earn their CExP™ and join BEI as members unlock the full potential of Exit Planning. Membership includes a comprehensive suite of engagement tools, customizable deliverables, and ongoing coaching from a network of experienced professionals. Everything in our Exit Planning curriculum is built for real-world use—giving you the resources to implement, succeed, and turn your expertise into revenue. Explore Membership Options Meet your RBC representative, Sheryl Kaplan. Give her a call or email her — Sheryl would love to help you get started! OFFICE HOURS Monday – Friday: 8am – 5pm MST (we honor major US holidays) CALL DURING OFFICE HOURS (303) 551-9677 EMAIL ANYTIME skaplan@exitplanning.com More Professional Insights from BEI Exit Planning Articles More Articles Chapter Network and collaborate$2400/yr Sign Up Now ✓ Local Chapter Membership ✓ Revenue generating collaboration ✓ Trusted advisor network ✓ Monthly meetings ✓ Quarterly events ✓ Member Directory

Maximize Business Value with Owner Based Planning

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In today’s dynamic business environment, strategic planning is more critical than ever. Owner Based Planning provides a robust framework that guides clients toward sustainable success. This approach focuses not only on immediate gains but also on building a resilient foundation that can withstand future uncertainties. By prioritizing value creation, risk mitigation, and continuity planning, Owner Based Planning empowers advisors to offer a comprehensive service that addresses the unique needs of business owners. Owner Based Planning offers a structured process that enables advisors to deeply understand their clients’ objectives and craft personalized recommendations. It positions advisors as trusted partners, facilitating growth and stability for businesses at every stage of development. There are three core areas to Owner Based Planning: 1. Building Business Value: Strategies for Growth The cornerstone of Owner Based Planning is the ability to enhance business value. This involves implementing strategies that boost profitability, streamline operations, and foster leadership development. Advisors can utilize this framework to identify key areas for improvement and provide tailored solutions that drive growth. Whether through cash flow optimization, management development, or strategic investments, the goal is to establish a thriving business environment that can sustain itself over time. Moreover, Owner Based Planning encourages advisors to think beyond traditional growth metrics. It emphasizes the significance of developing a robust management structure that can adapt to change and seize new opportunities. By concentrating on leadership development and succession planning, advisors can assist business owners in ensuring that their growth is not only rapid but also sustainable, paving the way for future success. 2. Mitigating Risks: Protecting Your Business Future Business risks are inevitable; however, with the right planning, they can be managed effectively. Owner Based Planning equips advisors with the tools to help clients identify and mitigate potential risks. This includes safeguarding against financial, legal, and operational vulnerabilities that could jeopardize a business’s stability. Through comprehensive risk assessments and tailored insurance solutions, advisors can protect their clients’ interests and provide peace of mind. Key risk mitigation strategies involve developing personal financial plans, securing key person insurance, and establishing effective asset protection measures. By addressing these critical areas, advisors can help business owners minimize the impact of unforeseen events and maintain operational continuity. This proactive approach not only safeguards the business but also supports its long-term objectives, ensuring that it can thrive in any environment. 3. Ensuring Continuity: Planning for Longevity and Success Ensuring business continuity is a vital aspect of Owner Based Planning. Advisors are responsible for developing strategies that secure the future of their clients’ businesses, enabling seamless transitions and long-term sustainability. This involves creating continuity plans that consider potential leadership changes, ownership transfers, and market shifts that could impact the business’s trajectory. By focusing on continuity planning, advisors can help business owners prepare for the future, whether through buy-sell agreements, continuity bonus programs, or structured buy-out deals. These strategies are designed to maintain the business’s operational integrity and ensure ongoing competitiveness in the marketplace. By planning for longevity, advisors empower business owners to leave a lasting legacy and achieve their long-term goals. Transforming Your Practice with Owner Based Planning For business advisors looking to differentiate themselves in a competitive market, Owner-Based Planning offers a transformative opportunity. By adopting this strategic approach, advisors can expand their service offerings and add more value to their clients. It allows them to move beyond transactional relationships and establish lasting partnerships. Discover what Owner Based Planning can do for your practice.

Exit Planning Is a Whole-Person Journey

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How to recognize and respond to the emotional roadblocks owners face when planning their exits. Most advisors know this moment well: a business owner says they want to exit on their terms, yet months (or years) pass with no meaningful action. You’ve shared financial models, talked timelines, and outlined next steps—only to be met with hesitation or silence. It’s not that they don’t understand the plan. It’s that they’re not emotionally ready to follow it. It’s Not Just Business—It’s Personal Most owners have spent decades pouring their energy, identity, and purpose into their businesses. When you bring up the idea of selling or stepping away, you’re not just introducing a transaction. You’re introducing a life change. As Steven Furtado, Co-Founder of Savoir Wealth and a former business owner himself, explains: “The idea of selling their business is both daunting and bittersweet. After all, businesses are built with immense pride, sacrifice and an investment of time, energy and resources… There is a deep emotional attachment to the business, and the thought of letting go often feels like letting go of a part of themselves.” From Planning Your Business Exit: A Professional And Personal Perspective, via Forbes How to Spot Emotional Resistance Here are a few signs you’re dealing with emotional—rather than rational—resistance: These aren’t signs of disinterest. They’re signals of emotional hesitation. How to Navigate Exit Planning Emotion with Clients Here are three ways you can support your clients through the emotional side of Exit Planning: 1. Name What’s Normal “You’ve built something meaningful—it’s completely understandable that this isn’t easy.” A simple statement like this validates their emotions and builds trust. It also helps reframe inaction as something human, not a flaw. 2. Ask Questions That Invite Reflection Try: These kinds of questions shift the conversation from logistics to legacy—and can open up new motivation for action. 3. Reframe the Exit as a Transition Like Steven Furtado advises, encourage owners to view the exit as a gateway rather than an end. Many owners wrongly associate Exit Planning with walking away entirely, when in reality, most plans allow for phased transitions, reduced hours, or advisory roles. You can say: “Exit Planning doesn’t mean walking out tomorrow. It means setting you up to have more choice—on your terms.” That emotional shift—from loss to possibility—is often the breakthrough moment. Don’t Wait for a Wake-Up Call Furtado notes that many owners don’t take action until something external forces their hand—a health scare, burnout, or a life change. But those moments often reduce options and value. As advisors, we can do better for our clients. We can help them plan when the business is still thriving, so they can exit from a place of strength—not reaction. A More Effective Exit Planning Conversation The most effective Exit Planning conversations are human-first. They combine business logic with emotional intelligence. They build a plan, yes—but they also build confidence and clarity. So the next time you meet an owner who “agrees but delays,” don’t double down on numbers. Pause. Ask. Listen. Then help them move forward—not just as an owner, but as a whole person preparing for their next chapter. Need help bringing the emotional side into your Exit Planning process? Let’s talk. Contact us at 303‑321‑2242 or email us to learn how to support your clients more effectively.

Advisor’s Guide to Entering the Exit Planning Marketplace

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Core Insights Breaking Through: How to Overcome Barriers in the Exit Planning Market Last week, we explored the common roadblocks advisors face when introducing business owners to the Exit Planning process. Many owners believe they can wait until they’re ready to exit or assume they don’t have the time right now to begin planning. But as experienced advisors know, the only way to exit on your terms—your timing, your buyer, your value—is to start planning today. So, Where Do You Begin in the Exit Planning Market? You may be looping in your head, wondering: Who should I be talking to? How do I start a conversation? Will they even listen to me? Reach the Right Business Owners: Leverage Your Professional Network Start by connecting with other professionals who already serve business owners—accountants, attorneys, bankers, consultants. These individuals can be invaluable allies. When you demonstrate how Exit Planning benefits their clients and creates new opportunities for their firm, you lay the foundation for a mutually beneficial relationship. Focus on how collaboration helps everyone win—especially the business owner. Start the Conversation: Lead with Education, Not Sales Education is the most powerful, cost-effective tool at your disposal. Business owners don’t want to be sold to—they want insights, solutions, and clarity. Use storytelling, client success examples, and practical tips to communicate the value of early planning. You’re not alone in educating clients about the urgency of planning. Experts like Douglas R. Batts Sr. are making national headlines calling on Baby Boomer business owners to start Exit Planning now—before it’s too late. Sharing insights like this can reinforce your message and help overcome skepticism. Consistent, educational outreach—like a well-crafted newsletter with links to content like the article above—keeps you top of mind when owners are ready to act. It also positions you as a trusted resource rather than just another service provider. Get Business Owners’ Attention: Build Your Exit Planning Thought Leadership Establish your credibility across multiple channels—articles, blogs, webinars, speaking engagements, podcasts, and yes, even social media. While business owners might not follow you directly, their inner circle does. When your content resonates with someone they trust, it’s more likely to be shared—and remembered. Be sure to: Make it easy for people to access your content—and for new Exit Planning or Owner Based Planning opportunities to find you. What Comes Next? Turn Exit Planning Clients into Advocates Your first few Exit Planning clients are your strongest advocates. As you deliver real value and build trusted relationships, referrals will follow. Over time, your network grows—and so does your influence.

The Strategic Role of Insurance Advisors in Owner Based Business Planning

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Using Insurance to Protect and Grow Business Value Insurance professionals may not always be seen as the first stop for business owners seeking long-term guidance—but their deep, ongoing client relationships uniquely position them to lead impactful conversations. Through business planning, insurance advisors can go beyond product placement and begin uncovering business owners’ personal, financial, and strategic goals. By using frameworks like Owner Based Planning, insurance professionals can identify planning gaps, initiate value-building strategies, and align their services with both business continuity and future growth. With Owner Based Planning, insurance advisors can shift from product-centric service to strategic partnership—helping owners align business performance with personal and financial priorities, while laying the groundwork for future success and continuity. Three Core Responsibilities of the Insurance Advisor As part of the business owner’s advisory team, insurance professionals bring critical value by: Owner Based Planning empowers insurance professionals to lead with questions about the owner’s vision for the business—rather than waiting for retirement or transition planning to emerge. Step One: Understanding Owner Goals Begin by helping the owner define income needs—during their lifetime, at retirement, and in the event of disability or death. These discussions are foundational in OBP, which emphasizes planning around the owner’s values and future aspirations. Step Two: Evaluating Business Value and Risk in Insurance Advisor-Led Business Planning Support the valuation process for insurance, estate, or gifting purposes. Identify income deficiencies and coverage gaps that could impact the owner’s family or business in unforeseen circumstances. This risk-based insight adds immediate value, even if a transition isn’t on the horizon. Step Three: Preserving, Protecting & Promoting Value Insurance advisors play a direct role in strengthening business value through protection strategies. This includes: Key person coverage is especially critical when a business’s value is tied to the contributions of specific individuals. It ensures that the business can absorb the financial impact of losing a key employee, fund temporary leadership, or support recruiting efforts—helping the company maintain momentum during a difficult transition. Carriers like Pacific Life offer a range of planning solutions, advanced markets support, and executive benefit solutions that empower insurance professionals to deliver more value through business planning. These resources can enhance your ability to support owners with strategies like deferred compensation, key person coverage, and retirement income planning. Step Four: Preparing for Future Liquidity Events Even if a sale or succession is years away—or uncertain—insurance professionals can help assess whether the business is on track to meet the owner’s eventual financial goals. Owner Based Planning encourages earlier, broader conversations that focus on readiness, not timelines. Step Five: Planning for Business Transitions with Advisor-Led Insurance Solutions In insider transitions (e.g., to children, co-owners, or key employees), insurance professionals help: More Owner Based Planning recommendation examples. This level of planning ensures that if anything happens to a future owner or the current one, the business remains stable and the owner’s financial goals stay on track. Step Six: Insurance Advisor-Led Business Continuity & Contingency Planning Help review and update Buy-Sell Agreements, recommend Stay Bonuses for key employees, and ensure contingency plans are consistent with the owner’s broader goals. These strategies are vital for both single-owner businesses and multi-owner enterprises—and often overlooked until it’s too late. Step Seven: Family Wealth and Estate Planning Review the owner’s estate plan to ensure it aligns with current business structures, valuation realities, and personal goals. Insurance funding can help cover estate taxes, enable wealth transfer, and ensure financial security for future generations. Connecting Insurance Advisor Strategy to Business Owner Goals Through Owner Based Planning, insurance professionals become more than policy providers—they become trusted guides in long-term planning, value creation, and legacy protection. You don’t have to wait for an owner to ask about leaving the business. By leading with thoughtful questions and strategic insight, you help them build a stronger business today—and a more secure future tomorrow. Learn how to bring Owner Based Planning into your insurance advisory approach.

Why Business Owners Delay Exit Planning

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The Real Reason Owners Delay Exit Planning—and How to Break Through Many owners assume that planning for their exit begins once they’ve decided to leave. But the reality is that effective planning starts well before that decision. By engaging owners early and reinforcing the value of growth-focused strategies, advisors can ensure a smoother transition and more favorable outcomes for all involved. “I’ll plan my exit when I’m ready to leave.” This common mindset among business owners is one of the biggest challenges advisors face. But overcoming this misperception doesn’t require magic—it requires clear, consistent communication that educates and empowers. At BEI, we regularly hear from advisors looking for a reliable way to engage reluctant business owners in planning their exits. While we have proven tools to help convert hesitation into action, the first step is understanding why so many owners delay planning in the first place. Why Exit Planning Can’t Wait: The Risk of an Unprepared Business Most business owners know their companies aren’t ready to run without them—yet many still postpone planning. Why? Because they assume they’ll have time to prepare when the moment to exit finally arrives. But experienced advisors know better: preparing a business for a successful exit takes years, not months. The earlier owners start, the more control they have over the outcome. Closing the Communication Gap At the end of the day, owner inaction isn’t about unwillingness—it’s about unfamiliarity. Advisors who succeed are those who make Exit Planning familiar, relevant, and urgent through ongoing education and encouragement. If you want to help business owners act, keep showing up with valuable information, insights, and motivation. Because when owners understand the stakes—and see the benefits—they’ll start planning with purpose.

Home 2025

Business Exit Planning Solutions Add Your Heading Text Here Helping advisors grow with Exit Planning since 1996. At BEI we equip business advisors with the tools, training, and support they need to lead successful Exit Planning engagements. Whether you’re guiding owners through their transition or expanding your advisory services, our solutions are built to help you grow. Book a Demo Explore Membership Options Driving Real Results for Advisors and Their Business Owner Clients 1.5x Avg Business Value Growth $750B In Owner Exits Facilitated 25+ Years of Industry Leadership Membership Options for Every Advisory Practice Designed to match the goals of both you and your business owner clients, from foundational networking and support to advanced Exit Planning tools. Chapter Network and collaborate with a diverse group of advisors Marketing Develop your brand into an Exit Planning authority Owner Based Planning Discovery to solutions in just three meetings Exit Planning A premiere suite of tools and resources for Exit Planning advisors Trusted by Leading Organizations Top-performing insurance and financial professionals use BEI’s industry-leading tools for Exit Planning and Owner Based Planning to deepen advisor-client relationships, uncover planning opportunities, and drive revenue. Explore Memberships Get Certified Whatever Your Role, We’ve Got You Covered We designed our tools and services to support you no matter what your profession or offering. From Owner Based Planning to Exit Planning to Value Drivers, we’re helping advisors like you grow faster, serve better, and stand out. Book a Demo Become a Member Get Your CExP™ Certified Exit Planner Credential with BEI The CExP™ designation for business advisors begins with the industry’s most advanced training to help you become a confident and capable Exit Planning professional. And we won’t leave you hanging—after certification we provide ongoing education plus valuable membership options to support your practice as it grows. Learn more 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 More Professional Insights from BEI Exit Planning Blog Articles More Articles

Pacific Life

Exclusive Training & Planning Benefits with BEI From Discovery to Revenue in Just Three Meetings As a valued Pacific Life advisor, you have access to exclusive offers from BEI, the leader in Owner Based Planning and Exit Planning solutions. Whether you want to sharpen your planning skills, grow your client base, or identify more insurance opportunities, we’ve built a streamlined approach to help you get there. Book a Demo What is Owner Based Planning? Owner Based Planning (OBP) is a proactive, strategic framework that helps advisors guide business owners through building value, minimizing risk, and ensuring continuity. OBP offers a holistic approach to help business owners strengthen their operations and secure their legacy—providing insurance advisors with a structured process to identify and capitalize on sales opportunities earlier in the planning process— in just three meetings. Book a Demo Why Insurance Advisors Need Owner Based Planning Exit Planning 0 + months Owner Based Planning 0 weeks Engage Business Owners Early: Use OBP to open up budgeting and protection needs discussions within just three meetings. Accelerate Sales Opportunities: Move quickly from initial discovery to presenting tailored insurance solutions. Differentiate Your Services: Evolve above and beyond traditional pipelines by leveraging strategic planning. Generate More Revenue: Unlock larger sales through a process culminating in your products and services in addressing business owner goals. 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. Exclusive Pricing for Pacific Life Advisors Talk to a BEI representative about exclusive pricing and how you can getstarted with Owner Based Planning. Book a Demo Speak to a real person. Give us a call or email us! We have real people who’d love to chat with you. 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 More Professional Insights from BEI Exit Planning Articles More Articles

Exit Planning

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. Sign Up Now 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 ToolsSimplify the process of uncovering client goals and challenges with easy-to-use assessments tailored for business owners. Personalized Client Reports & ProposalsCraft 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. Speak With Us Sign Up Now 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 Sign Up Now Explore All BEI Memberships 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. Speak With Us Sign Up Now Level up your advisory business Build CredibilityElevate your reputation with business owners through polished, branded content and actionable deliverables. Save TimeStreamline client engagement, planning, and marketing processes to focus on what matters most: building relationships and solving problems. Enhance CollaborationLeverage the expertise of other advisors, connecting with like-minded professionals worldwide to address complex client needs. Drive ResultsDeliver customized solutions that help business owners achieve their personal and financial goals with confidence. Sign Up Now 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

Owner Based Planning

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. Book a Demo Discovery to revenue-generating solutions in three meetings. Designed to build value today and prepare for tomorrow, the BEI Owner Based Planning Membership equips advisors with a proven process and software tools to help business owners achieve growth, minimize risk, and plan for the future. Sign Up Now 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 Speak With an Expert from Our Team About OBP 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$6500/yr Sign Up Now Explore All BEI Memberships 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? Start a dialogue with an Exit Planning expert at BEI

Chapter

Exit Planning Advisor Chapters and Networking 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. Find a Chapter in Your Region 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 $500/yr Sign Up Now Explore All BEI Memberships 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. Become a BEI Chapter Leader BEI Chapter Membership FAQs Have additional questions? Start a dialogue with an Exit Planning expert at BEI