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


May 2023

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


May 2023

ESOPs In Action and Establishing a Legacy

What is an ESOP?


May 2023

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


Apr 2023

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!

Next webinar starts in:

Growing Protecting Business Value with BEI RegisterOn-Demand Series


Contact Us Today.