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


Sep 2022

Marketing Goals that Matter for Your Planning Practice

As an Exit Planning Advisor, you’ve got a lot on your plate.


Sep 2022

Eliminating Exit Planning Deal Killers

Last week’s blog covered common business owner “villains,” described as those mis


Sep 2022

Battling Business Owner Villains

Getting business owners to understand the importance of Exit Planning is unanimou


Sep 2022

Identifying Drivers of Transferable Business Value

Breaking Down Business Value 


Aug 2022

Breaking Down the Exit Planning Process (Part 2)

Breaking Down the Exit Planning Process with BEI Member, Laura Troshynski (Part

Harnessing the Power of Story for Stellar Results

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.  

Next webinar starts in:

Harnessing the Power of Story RegisterOn-Demand Series


Contact Us Today.