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SEE WHY PEOPLE LOVE BEI
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
This is a strong pool of talent that BEI has been able to pull together. And every year I meet new people, new members of the organization and I get a chance to visit again with members that I have known for years. We get a chance to share new ideas, new thoughts in terms of ways to help the business owners that we work with and we really find a lot of opportunities just through the informal engagements as well as during the formal programs themselves.
- Nick Niemann, Attorney; McGrath North Mullin & Kratz, PC
Providing Exit Planning services through BEI offers a very valuable service to clients. As a BEI Exit Planning advisor you can serve as an essential catalyst who helps business owners and their advisors plan out how the inevitable transition will take place and make it financially rewarding for the departing owner
- Jon Parry, Attorney; JDP Law
When I first encountered BEI, which must have been eight years ago now, they had a beginning to what is now a really great suite of services and assistance to help work with business owners. In addition they have a lot of good marketing ideas and marketing tools to reach out to other professionals whether we are talking about financial planners or CPAs.
- Hank Weatherby, Attorney; Weatherby & Associates, PC
BEI has helped my primarily by teaching me the value of a comprehensive Exit Plan. I am now able to explain to my clients the value of such a plan. Also, I now have a product to sell. And I think having such a product gives me a tremendous advantage over my competitors.
- Don Feldman, President, CPA/CFP/Exit Planner; Keystone Business Transitions
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