Jared serves as an expert in helping Members understand the tools needed to grow a service offering to drive increased revenues within their firms.
BEI provides business advisors the tools to help them differentiate their practice and provide better solutions to clients. No other organization offers advisors comprehensive Exit Planning training, marketing support, and plan-creation tools. For over 25 years, BEI has helped advisors build deeper relationships with clients and provided resources to help their business owner clients reach their goals.FAQ
BEI Leadership Team
The best and the brightest Exit Planning experts in the industry.
John created The BEI Seven Step Exit Planning Process™ and successfully tested it on hundreds of his own business-owner clients.
Who We Are
BEI trains and supports business advisors to be the preeminent Exit Planning resource for business owners in their communities. Our members ultimately seek to help business owners and their families benefit from their lives’ work.Schedule a Demo
Recent Blog Posts
What to Expect at the 2023 BEI National Conference
The 2023 BEI National Conference will be held this year on August 7 - 9, 2023 at the Four Seasons Hotel Denver in Den
ESOPs In Action and Establishing a Legacy
What is an ESOP?
Why Should a Business Owner Work With a CExP?
You’ve put in the effort to recognize how essential it is to have a well-structur
Legacy Planning in Your Exit
Be Proactive: Avoiding Exit Planning Mistakes
The foundation of an Exit Plan relies on extensive planning and solid imple
Growing & Protecting Business Value with BEI
You've helped your business owner clients set goals for the day they leave their businesses, quantified their resources today and gathered the financial data on what resources are needed on the day they exit. Now what? It's time to take action!
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