Exit Planning For Advisors: Membership Solutions
Grow your expertise, engage clients, and drive results with a BEI Membership.
- ✓ Local Chapter Membership
- ✓ Revenue generating collaboration
- ✓ Trusted advisor network
- ✓ Monthly meetings
- ✓ Quarterly events
- ✓ Member Directory
Everything in Chapter PLUS:
- ✓ Branded collateral
- ✓ Automated content
- ✓ Online assessments
- ✓ Custom landing pages
- ✓ Data-driven proposals
- ✓ Custom action plans
Everything in Marketing PLUS:
- ✓ Owner-centric approach
- ✓ Discovery & assessment tools
- ✓ Personalized recommendations
- ✓ PlanIt for OBP
- ✓ Resource library
- ✓ Virtual coaching
- ✓ Access to expert teams
Everything in OBP PLUS:
- ✓ Access to the ultimate professional Exit Planning hub
- ✓ PlanIt for Exit Planning
- ✓ Interactive Exit Planning deliverables
- ✓ Flexible reporting
- ✓ Advisor collaboration tools
- ✓ Expert Exit Plan reviews
- ✓ White glove service & support
Looking for a custom Exit Planning solution?
Exit Planning at scale
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.
- ✓ Dedicated white glove support
- ✓ Compliant solutions
- ✓ Scalable tools & services
- ✓ Custom pricing
Compare Plans
Discover which features fit your Exit Planning Membership needs.
| Chapter | Marketing | 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 | – | – | – | ✓ |
BEI Memberships FAQ
Am I buying a membership for myself or my company?
BEI Memberships are for individual use. Corporate or enterprise BEI Memberships are available for teams or multiple users. Contact us for more details.
How quickly can I get started with a BEI Membership?
Immediately! Once you subscribe, you’ll receive access to tools, resources, and support to begin right away.
Can I pay per client use?
No. BEI provides a comprehensive Exit Planning platform designed for consistent revenue, client satisfaction, and practice growth—not a pay-per-use model.
I need more Exit Planning tools. Can I upgrade my existing BEI Membership?
Yes, you can upgrade at any time to access additional tools, resources, and advanced planning capabilities. Contact us if you’d like help upgrading your BEI Membership.
Is certification free or discounted with a membership?
The CExP™ certification program, AExP™ series, and BEI Exit Planning Bootcamp are discounted for all License levels, offering an affordable way to enhance your credentials. Additionally, we offer member discounts on other training modules and materials. Discounted training and certification can be purchased from the Education & Training area of the membership center.
How does the cost of a BEI Membership compare to its value?
A BEI Membership is an investment in growing your practice. With tools, resources, and expertise helping you create high-value plans, attract clients, and generate consistent revenue, a BEI Membership quickly pays for itself. Many advisors offset the cost through plan design fees, new client acquisition, and enhanced client retention, ensuring a strong return on your investment.
Can I talk to someone about a client situation?
Yes! Our
Client Success
team is here to guide you through Client Engagement, Plan Design, and Delivery. From initial consultations to ongoing support, we’re committed to helping you achieve the best outcomes for your clients.
Have additional questions?
Speak to a real person.
Give us a call or email us! We have real people who’d love to help you find the best solutions for your advisory practice.
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(we honor major US holidays)
CALL DURING OFFICE HOURS
303-321-2242
Toll free: 888-206-3009
More Professional Insights from BEI
Exit Planning Blog Articles
Maximize Business Value with Owner Based Planning
Mark McNeillie
July 22, 2025
In today’s dynamic business environment, strategic planning is more critical than ever. Owner Based Planning provides a robust framework that
Exit Planning Is a Whole-Person Journey
Lindsay Giachetti
July 15, 2025
How to recognize and respond to the emotional roadblocks owners face when planning their exits. Most advisors know this moment
Advisor’s Guide to Entering the Exit Planning Marketplace
Lindsay Giachetti
July 8, 2025
Core Insights Breaking Through: How to Overcome Barriers in the Exit Planning Market Last week, we explored the common roadblocks
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Phone: 303-321-2242
Toll Free: 888-206-3009
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