A Better Way To Plan
An intuitive platform to help business advisors get more done.
BEI provides comprehensive Exit Planning practice-development tools, education, and ongoing support to advisors like you. By becoming a part of The BEI Network of Exit Planning Advisors, you’ll gain access to a wide range of benefits, including an established process that differentiates you from your competitors, lets you easily manage your clients’ Exit Plans, and helps your clients achieve their exit objectives.
BEI provides a complete system for your business planning practice, making you an indispensable advisor to your clients.
Bring more clients to your practice or bring new services to your existing clients to do more business planning work.
Keep business owners moving towards their goals instead of getting bogged down in the day-to-day operations.
Present your clients with a plan to attain their goals and achieve real results for their business and your practice.
Get the best package
for your practice
MORE CLIENTS, MORE PROFITS, MORE RECOGNITION
- Tell us your goals.
- Let's decide together what platform you need.
- Begin working with your clients and your BEI Team to achieve their goals.
Get your Exit Planning Toolkit with resources designed to get you thinking about ways to get new clients, engage them in planning, and manage their plans to reach their exit goals.Let's Get Started
If you’re looking to learn how planning concepts can help you broaden the scope of work you do with your clients, the BEI Associate Membership is your answer.$49/Month
Start driving brand awareness to have more impactful conversations with clients.$550/Month
Deliver custom planning solutions with a tool that uses a repeatable process.$550/Month
The BEI Full-Service License is designed for advisors that want a full set of tools and a framework to accomplish whatever goals they have with business owners. Get everything you need to implement a comprehensive planning system in your existing practice, including:
- An exclusive marketing platform to expand your message and reach more people in your target market.
- Brandable materials that drive more conversations with business owners.
- Tools to help you spend less time providing quality solutions to clients.
- A solution specifically designed to keep the planning process moving forward to reach your clients’ goals.
When you implement BEI resources in your practice, you are going to have a better understanding of your client’s goals and greater success with the results.
What Our Customers
Zeller Kern Wealth Advisors
MCM CPAs & Advisors
Principal and Financial Advisor at Peachtree Planning
Exit Planning Process Series: Step #1 – Setting Exit Objectives
Helping owners clarify and prioritize the objectives they want to achieve when they exit their businesses often takes more time than any other step in the planning process.
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