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
For over 25 years, BEI has been dedicated to assisting advisors in strengthening
Professional advisors know all too well that their business owner clients have a
We find that professional advisors typically read this blog for two purposes.
BEI is the leading innovator in the Exit Planning industry, offering comprehensiv
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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