About Us

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.

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BEI Leadership Team


The best and the brightest Exit Planning experts in the industry.

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CEO

Jared Johnson

Jared serves as an expert in helping Members understand the tools needed to grow a service offering to drive increased revenues within their firms.

John Brown

Founder

John Brown

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.

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Recent Blog Posts

27

Jan 2023

Navigating Exit Planning Fees: Strategies & Tips for Advisors

For over 25 years, BEI has been dedicated to assisting advisors in strengthening

20

Jan 2023

Eliminating Arguments that it’s Too Early To Plan a Business Exit

Professional advisors know all too well that their business owner clients have a

13

Jan 2023

Proactive or Passive: What Kind of Advisor Are You?

We find that professional advisors typically read this blog for two purposes.

06

Jan 2023

Exploring Exit Planning Trends from the 2022 Business Owner Survey

BEI is the leading innovator in the Exit Planning industry, offering comprehensiv

30

Dec 2022

Inside the Exit: Best Blogs of 2022

As we prepare for the year ahead, it is always wise to take a moment to loo

16

Dec 2022

Practice Differentiation: Recognized Expertise

In the struggle to grow your practice, a vital key to success is differentiating

Level Up With BEI: Pricing Strategies for Your Services

The BEI team frequently engages in conversations with professional advisors, exploring how incorporating Exit Planning can enhance their core offerings, differentiate them from competitors, and provide a new way to approach clients.


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