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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

The Associate Membership will give you a foundational understanding of Exit Planning and begin establishing you as your clients’ most trusted advisor. As an Associate 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

Marketing License

Designed for advisors who want an injection of new clients and to increase awareness about their Exit Planning services.

Starting at $550/mo

Planning License

Designed for advisors who are comfortable with their client base and want tools to streamline the plan-creation process.

Starting at $550/mo

Full Service License

Designed for advisors who want access to the tools, materials, and support to attract and engage clients in the Exit Planning Process.

Starting at $925/mo

SEE WHAT PEOPLE ARE SAYING

It wasn’t until I got involved with BEI [that I] really thought about what keeps my clients up at 2 o’clock in the morning. And what I know is every one of my clients are going to transition out of their business one way or the other. So I want them to do it on their own time, on their terms, and allow them to live their life the way they want.

- Crystal Faulkner MCM CPAs and Advisors

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