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 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

18

Feb 2020

Exit Planning Webinar | The 5 Most Challenging Exit Planning Scenarios

Join Elizabeth Mower, president of BEI, as she presents the five most challenging Exit Planning scenarios that advisors face.

Events

27

Feb 2020

Exit Planning Boot Camp for Advisors

BEI's Live Boot Camp for Advisors in Denver.

Recent Blog Posts

14

Feb 2020

How to Become a Thought Leader

Being knowledgeable in your field is very different from being a thought leader in your industry.

07

Feb 2020

An Effective Marketing Plan for Advisors Who Simply Aren't Marketers

As advisors, most of us encounter several common challenges when 

31

Jan 2020

How to Build an Efficient Planning Process With Other Advisors

An efficient planning process can be a game changer.

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

It wasn’t until I got involved with BEI [that I] really thought about what keeps my clients up at 2 o’clock in the morning. And what I know is every one of my clients are going to transition out of their business one way or the other. So I want them to do it on their own time, on their terms, and allow them to live their life the way they want.

- Crystal Faulkner MCM CPAs and Advisors

Need more details?

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

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