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
Most professional advisors, in some capacity, face the same challenges of gaining new clients and growing their pract
Christine Trumbull is an Exit Advisor
ESOPs as an Exit Path
As an Exit Planning Advisor, you may be faced with strong, contradictory opinio
One of the most popular business transition strategies is the sale to key employees. The reason for the interest
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.
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