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Exit Planning Statistics

  • Over 20 Million businesses in operation
  • 81% Of Owners want to stop working in the next 10 years
  • 20% Have a written plan to transition ownership
  • 100% Of Owners will stop being owners at some point

BECOME YOUR CLIENTS' MOST
TRUSTED ADVISOR

Prepare yourself for the challenges of the Exit Planning marketplace with BEI. BEI helps business advisors worldwide create and deliver tens of thousands of planning solutions to business owners. We don't plan for you – we make your ideas and efforts more efficient and more valuable for your business owner clients.

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What is Exit Planning?

Exit Planning is the creation and execution of a strategy allowing owners to exit their businesses on their terms and conditions. It is an established process that creates a written roadmap or Exit Plan, involving efforts of several professions facilitated and led by an Exit Planning advisor who ensures not only the plan creation, but its timely execution.

Value

MARKET DIFFERENTIATION

BEI helps you discover what your clients value most and solidifies your position as the trusted advisor and thought leader to business owners in your community.

REVENUE GENERATION

The process BEI advisors employ ensures the business owner’s plan and objectives are met. By adding Exit Planning to your core services, you open up new avenues of growing revenue.

CLIENT VALUE

You already have a natural inclination to help business owners plan. Exit Planning offers a way to help your clients get the most from their lives' work.


WHAT'S NEW

Webinars

28

Jul 2020

Keep Planning Momentum

Join Aaron Dube as he dives into how to keep your clients motivated to get through their custom Exit Plan you have helped design for them. 

Events

14

Jul 2020

Exit Planning Boot Camp for Advisors Livestream

BEI's Livesteam Boot Camp for Advisors.

Recent Blog Posts

10

Jul 2020

Phased Comprehensive Planning

Break down your comprehensive Exit Plan to focus on your client's primary concerns first. 

03

Jul 2020

Top Advisors’ Planning Secret

To be a successful advisor, one must be able to know what motivates each of their clients. 

26

Jun 2020

The Dark Side of Transferable Value

It is important for owners to become dispensible for them to be able to sell their business one day, but be sure to remind your business owners to not allow their management team to become too indispensible. 

Solutions

Training

Give your clients the best Exit Planning advice possible by learning from the experts.

Marketing

Engage business owners with an easy-to-use, customizable marketing process.

Planning

Streamline your planning process with our advanced Exit Planning software.

Network

Collaborate with the largest network of Exit Planning experts.

SEE WHAT PEOPLE ARE SAYING

“John Brown does a great job of teaching the material in a virtual setting. The polling questions and the chat feature work very well to collaborate with the presenter and other participants. The 2-hour long session format works great as well and allows for completing the training without interrupting existing commitments.”

- Andrew Meehan - Principal and Financial Advisor at Peachtree Planning

Need more details?

Have questions before getting started? Schedule a meeting with BEI or Contact Us

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