Sorry, you need to enable JavaScript to visit this website.

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.

Learn More

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

21

Sep 2021

Discover Exit Planning Webinar

This webinar will show you how to seamlessly integrate Exit Planning into your practice and bring increased value to your clients

29

Sep 2021

Exit Planning Webinar | Stop Planning - Owners and Advisors Now Focus on Resilience

Elizabeth Mower, President of BEI, and Susan Bradley, Founder of Sudden Money Institute, discuss ways to introduce stability in an ever-changing world. Being prepared and having contingency plans for every possible scenario is what your business owner clients (and your own firm) need for a successful future.

07

Oct 2021

Discover Exit Planning Webinar

This webinar will show you how to seamlessly integrate Exit Planning into your practice and bring increased value to your clients

19

Oct 2021

Exit Planning Webinar | How to Get in The Door with Doug Easton

 Learn how the BEI’s marketing resources can bring you more brand recognition, more clients, and more revenue per client, all with less effort and time spent on your part.

Events

27

Sep 2021

Exit Planning Boot Camp Livestream

BEI's Livesteam Boot Camp for Advisors.

Recent Blog Posts

17

Sep 2021

Strategies to Keep Owners Engaged in Long-Term Planning 

Use these strategies to help give your business owner clients a small nudge to start the planning process. 

10

Sep 2021

Know You Audience

Be sure to get to know your clients so you can accurately help them develop the right Exit Plan for them. 

03

Sep 2021

Are You Marketing or Drowning Worms?

Valuable content, provided on a consistent basis, is the key to marketing your practice to business owners and their advisors.

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

Contact Us