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
As an Exit Planning Advisor, you’ve got a lot on your plate.
Last week’s blog covered common business owner “villains,” described as those mis
Getting business owners to understand the importance of Exit Planning is unanimou
Breaking Down Business Value
Are you launching a new Exit Planning practice, or wanting to grow yours faster? Focus on getting your story clear, first! By applying a 2,000-year-old formula for telling stories, we can create clearer messages and better results.
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