Exit Planning Statistics

  • Over 20 Million businesses in operation
  • 79% Of Business Owners want to exit in the next 10 years
  • 15% Have talked to an advisor about their plans
  • 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 DIFFERENTATION

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.

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

Being affiliated with BEI adds significant value to an advisor service and planning capabilities. When you <a href="/node/108759">participate as a member of BEI</a>, you deepen your planning capabilities by being able to offer business Exit Planning services for your clients and you are a part of a network of advisors that spans across the country and is backed up by the tremendous resources of the BEI team. The result is a deeper more unique planning role for the business owner and the benefit is building a stronger more meaningful relationship with those clients that last a long time. So being a part of BEI has significantly enriched my experience as a financial advisor.

- Steve Zeller, President/CEO, CFP/Wealth Manager; Zeller Kern Private Wealth Management