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Join the Exit Planning Elite

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

Associate Membership

What You Get With an Associate Membership:
  • Articles, case studies, and video overviews that outline problems that business owners need you to solve.
  • Applicable strategies from thought leaders that show you how the topics reviewed in the case studies fit into your core practice quickly and easily.
  • Actionable tools and resources you can use right away through your free Exit Planning Toolkit.

Starting at $49/mo

SEE WHAT PEOPLE ARE SAYING

“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