Jared serves as an expert in helping Members understand the tools needed to grow a service offering to drive increased revenues within their firms.
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.
FAQBEI Leadership Team
The best and the brightest Exit Planning experts in the industry.
CEO
Jared Johnson
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.
Schedule a DemoRecent Blog Posts
24
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
17
Jun 2022
Perspective, Planning Tools & Powerful Exit Planning Conversations
Christine Trumbull is an Exit Advisor
10
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
03
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
27
May 2022
Friction in the Family Business
On the surface, it seems like Exit Planning for family businesses hardly requires a second thought.
You Are Not Alone – Learn How to Grow Your Advisor TeamDo 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: |
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