Every BEI Enterprise Exit Planning Membership includes dedicated white glove support and expansive resources so you can empower your team to drive efficiency and achieve exceptional results. Connect with BEI’s enterprise sales representative to discuss a custom Exit Planning Membership with solutions and pricing tailored to your organization.
| Chapter | Owner Based Planning | Exit Planning | |
|---|---|---|---|
| Local chapter membership | ✓ | ✓ | ✓ |
| Member directory | ✓ | ✓ | ✓ |
| Monthly member meetings | ✓ | ✓ | ✓ |
| Case studies | ✓ | ✓ | ✓ |
| Quarterly events | ✓ | ✓ | ✓ |
| Video overviews | ✓ | ✓ | ✓ |
| Exit Planning toolkit | ✓ | ✓ | ✓ |
| Certification discounts | ✓ | ✓ | ✓ |
| One-on-one onboarding | ✓ | ✓ | ✓ |
| Practice groups | ✓ | ✓ | ✓ |
| Access to strategic alliances | ✓ | ✓ | ✓ |
| Automated newsletters | – | ✓ | ✓ |
| Branded marketing materials | – | ✓ | ✓ |
| Speaking kit | – | ✓ | ✓ |
| Customizable client reports & proposals | – | ✓ | ✓ |
| Assessment & discovery tools | – | ✓ | ✓ |
| Client management | – | ✓ | ✓ |
| Value driver recommendations | – | ✓ | ✓ |
| Personalized plan review | – | ✓ | ✓ |
| AI Prospecting Book | – | ✓ | ✓ |
| PlanIt for Owner Based Planning | – | ✓ | ✓ |
| PlanIt for Exit Planning | – | – | ✓ |
| Advanced collaboration tools | – | – | ✓ |
| Exit Planning resource library | – | – | ✓ |
| Intelligent Exit Planning recommendations | – | – | ✓ |
| Interactive deliverables | – | – | ✓ |
Advisors who move beyond transactional work and begin guiding business owners through long-term transition planning quickly become the advisors clients
In today’s dynamic business environment, strategic planning is more critical than ever. Owner Based Planning provides a robust framework that
How to recognize and respond to the emotional roadblocks owners face when planning their exits. Most advisors know this moment
