A Better Way
to Plan

An intuitive platform to help advisors get more done by attracting, engaging, and delivering to more business owners through Exit Planning.

The demand for effective Exit Planning
has never been greater.

6 Million
Employer businesses currently in operation

80%
Of Owners want to stop working in the next 10 years

20%
Have a written Exit Plan to transition ownership

100%
Of Owners will stop being owners at some point

LEARN

Confidence in
approaching any
planning conversation

Vector(6)

ATTRACT

Uncover
hidden opportunities
to grow your practice.

Vector(7)

ENGAGE

Save time creating
custom solutions
for clients

Vector(8)

DELIVER

Uncover
hidden opportunities
to grow your practice.

Premium

  • PlanIt Software
  • Marketing Content 
  • Assessment Tools
  • Automated Newsletter
  • Planning Deliverables
Best Value

Growth

  • Marketing Content
  • Assessment Tools
  • Newsletter Automation

Engagement

  • Marketing Content
  • Assessment Tools
  • Recommendations
  • Owner-Based Planning Training

Planning

  • PlanIt Software
  • Assessment Tools
  • Planning Deliverables

Not sure which solution is right for you?
Try our wizard.

With a few short questions, decide which BEI solution suits your current needs and your future growth.

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