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.


BEI Leadership Team

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



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


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


Jun 2022

Using Referrals to Elevate Your Exit Planning Practice

Most professional advisors, in some capacity, face the same challenges of gaining new clients and growing their pract


Jun 2022

Evaluating ESOPs as an Exit Path: Pros & Cons

ESOPs as an Exit Path 

As an Exit Planning Advisor, you may be faced with strong, contradictory opinio


Jun 2022

Navigating Business Transfers to Insiders Lacking Financial Resources

One of the most popular business transition strategies is the sale to key employees. The reason for the interest


May 2022

Friction in the Family Business

On the surface, it seems like Exit Planning for family businesses hardly requires a second thought.


May 2022

Educational Marketing Moves the Needle

Joe Markovitch is a Senior Business Advisor,

You Are Not Alone – Learn How to Grow Your Advisor Team

Do you feel as though your practice has become stagnant? Or perhaps you don’t have the right advisor network to move along planning projects efficiently for your business owner clients? We often learn valuable advice from our peers in our industry.

Next webinar starts in:

You Are Not Alone – Learn How to Grow Your Advisor Team RegisterOn-Demand Series