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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 Member of BEI, 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

Network Membership

Designed for advisors who want to collaborate with a diverse network of sophisticated planning professionals.

Starting at $125/mo

Marketing Membership

Designed for advisors who are looking to get an injection of new clients and increase awareness for their Exit Planning work.

Starting at $450/mo

Planning Membership

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

Starting at $550/mo

Full Membership

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


Being affiliated with BEI adds significant value to an advisor service and planning capabilities. When you participate as a member of BEI, you deepen your planning capabilities by being able to offer business Exit Planning services for your clients and you are a part of a network of advisors that spans across the country and is backed up by the tremendous resources of the BEI team. The result is a deeper more unique planning role for the business owner and the benefit is building a stronger more meaningful relationship with those clients that last a long time. So being a part of BEI has significantly enriched my experience as a financial advisor.

- Steve Zeller, President/CEO, CFP/Wealth Manager; Zeller Kern Private Wealth Management

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 Membership