BEI is the only single-source provider of comprehensive Exit Planning education, marketing support, and plan design for business advisors, helping advisors improve client acquisition and retention, increase revenue generation, streamline the Exit Planning process, and engage in more fulfilling work. BEI supports the most successful Exit Planning professionals in the industry. We provide business advisors with an established, systematized process that allows advisors to easily manage and help their business-owner clients achieve their exit objectives. As the leader in Exit Planning, BEI sets industry standards. We have developed a host of tools and services to help Exit Planning advisors create and implement the best possible Exit Plans for successful business owners, including marketing and engagement support, plan-implementation software and support, continuing and advanced education, and networking opportunities with other advisors.We help professionals in a variety of disciplines to leverage Exit Planning to attract and keep high-caliber business owners in their practices. BEI Advisors ultimately seek to help business owners and their families benefit from their lives' work.We don't plan for you: We make your ideas and efforts more efficient and valuable to your business-owner clients.

Professional Development Exit Planning Software (EPICâ„¢) Online Client Management BEI Member Referral Service BEI Practice Groups Live Webinars Professional Networking BEI Annual Conference CPE Approved Seminars and Self Study Courses Marketing Resources The Seven Step Exit Planning Processâ„¢ Advisor Boot Camp Advanced Exit Planning Series CExP Certification Exit Planning Training and Edcuation Training & Education Solutions Marketing Solutions Planning Solutions Professional Networking Solutions Exit Planning Certification Member Referral Service Boot Camp for Advisors Training & Education Solutions Professional Services software Job Training and Related Services Professional Training & Coaching