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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


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

Starting at $125/mo

Marketing License

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

Starting at $550/mo


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

Starting at $550/mo

Full ServiceLicense

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


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