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Associate Membership

The most successful Exit Planning professionals in the industry use BEI's tools and resources. When you become a BEI Licensed User, you gain exclusive access to comprehensive practice development tools, education, and ongoing support, all of which help generate additional revenue and expand your client base through Exit Planning. Become your business-owning clients' most trusted advisor by joining BEI.

Find your fit

Welcome to Business Enterprise Institute (BEI)! Our Associate License will give you a foundational understanding of Exit Planning and begin establishing you as your clients’ most trusted advisor. As an Associate Licensed Member of the BEI Network of Advisors, you will receive:
  • Short video overviews of each topic or area within The BEI Exit Planning Process
  • Comprehensive articles that discuss a specific Exit Planning topic and how it affects you and your client
  • Case studies with discussion questions for you and other BEI Licensed Members to discuss and answer.
  • Podcasts with experienced and successful Exit Planning Advisors who will share their answers to case study questions and provide insights into how the topic has affected their clients and their practices.
  • Bonus articles highlighting practical aspects of Exit Planning, such as tools, designs, and assessments that relate to each topic.
Starting at $49/mo

Starting at $49/mo


“John Brown does a great job of teaching the material in a virtual setting. The polling questions and the chat feature work very well to collaborate with the presenter and other participants. The 2-hour long session format works great as well and allows for completing the training without interrupting existing commitments.”

- Andrew Meehan - Principal and Financial Advisor at Peachtree Planning

Helping your clients exit starts with joining BEI

Have questions before getting started? Schedule a meeting with BEI or Contact Us

Schedule a meeting to discuss licenses