Manage the Exit Planning Process

Create and execute a strategy that allows your clients to exit their businesses on their terms – when they want, to the person they choose, and for the money they need. Through highly trained staff, BEI is the only Exit Planning organization that provides comprehensive plan design and support to its advisors.

Our planning process, combined with our proprietary assessments and discovery tools, help you identify planning solutions, collaborate with other advisors, and develop a customized, executable roadmap to the future for your clients. Implementing this systematic process into your practice saves you time, and gives you the tools and resources you need to accomplish your client's goals at the right time, in the right context, by the right people.

Whether you want to manage the Exit Plan creation process yourself, or outsource a portion to a consultant, BEI can help.

Start planning with your clients today

Have questions before getting started? Schedule a meeting with BEI or Contact Us

Get Access with a Membership

Exit Planning and You: Download Guide