BEI | Exit Planning

BEI | Exit Planning

BEI | Exit Planning is a leader in exit planning solutions, offering comprehensive training, marketing, and planning support for business advisors. Their dynamic approach aims to enhance client acquisition and retention, increase revenue generation, streamline the exit planning process, and promote more fulfilling work for advisors.

Established in 1996, BEI has set industry standards with its systematized process and a wide range of tools and services, including marketing and engagement support, plan-implementation software, continuing and advanced education, and networking opportunities with other advisors.

Catering to professionals in various disciplines, BEI's tailored services help advisors leverage exit planning to attract and retain high-caliber business owners in their practices. The company's ultimate goal is to assist business owners and their families in benefiting from their life's work.

BEI emphasizes a personalized approach rather than a one-size-fits-all strategy, with a focus on making ideas and efforts more efficient and valuable to business-owner clients. Joining BEI enables professionals to become part of the most successful exit planning professionals in the industry.