BEI: Exit Planning

BEI: Exit Planning Business Enterprise Institute (BEI) is the leading innovator in the Exit Planning industry. As the leader in Exit Planning, BEI sets industry standards.

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 a

dvisors with an established, systematized process that allows advisors to easily manage and help their business-owner clients achieve their exit objectives. 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.

When advisors think of "Exit Planning," their minds often drift towards financial strategies and timelines. Our newest h...
03/12/2024

When advisors think of "Exit Planning," their minds often drift towards financial strategies and timelines. Our newest highlights the importance of emotional intelligence in this process, check it out! "Female Pioneers and the Role of Emotional Intelligence in Exit Planning" https://hubs.ly/Q02p6Zb-0

As we celebrate Women's History Month, it's a perfect opportunity to spotlight the lasting contributions of women in the financial sector! While navigating through the intricacies of the financial industry, women have not only shattered glass ceilings but have also introduced innovative approaches a...

Happy International Women's Day! We're so thankful for the incredible women on our BEI team and in our !
03/08/2024

Happy International Women's Day! We're so thankful for the incredible women on our BEI team and in our !

The latest Why We Plan Podcast is now live! Tune in this week to hear from Fulfillment & Life Transition Coach, Charis S...
03/08/2024

The latest Why We Plan Podcast is now live! Tune in this week to hear from Fulfillment & Life Transition Coach, Charis Santillie, CFLC, CFT!

Join us for a deep dive into the emotional journey of Exit Planning that every entrepreneur needs to hear. If you've ever wondered about the complex feelings that come with transitioning away from a business, this episode is for you!
https://hubs.ly/Q02nM0D30

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03/05/2024

When advisors hear the words “business continuity planning,” their thoughts immediately turn to buy-sell agreements. However, there are far more ways to engage owners you might not know about, find out how in our newest blog!
https://hubs.ly/Q02n2BWK0

02/28/2024

Advisors, how do you approach planning conversations with your clients? We'd love for you to answer in the comments below! Be sure to check out our simple, easy-to use guide highlighting an effective path to plan for advisors working with business owner clients.

02/27/2024

Our newest post explores psychological forces impacting owners when it comes to planning for their exits, and how advisors like you can navigate these challenging situations. Check it out!
https://hubs.ly/Q02mfDlc0

Have you learned about BEI's newest webinar series highlighting case studies and successful advisor strategies designed ...
02/21/2024

Have you learned about BEI's newest webinar series highlighting case studies and successful advisor strategies designed for professionals like you? Our special guest, Fletcher Brown, will be kicking off this series with a case study exploring Phantom Stock & Incentive Planning to exceed ROI and more! https://hubs.ly/Q02lJswq0

Join Fletcher Brown as he kicks off the first in this new webinar series of case studies and proven advisor strategies using BEI tools and framework.

Check out our latest client-engagement tips & proven strategies to break through the barrier of business owner hesitatio...
02/21/2024

Check out our latest client-engagement tips & proven strategies to break through the barrier of business owner hesitations! https://hubs.ly/Q02lJ8Gy0

To effectively engage owners, advisors must approach owners through methods that recognize the specific needs and challenges of successful business owners.

Our newest "Why We Plan" episode is out now! Tune in today as John Brown and Kelly Finnell dive deep into the world of E...
02/15/2024

Our newest "Why We Plan" episode is out now! Tune in today as John Brown and Kelly Finnell dive deep into the world of Employee Stock Ownership Plans (ESOPs), and the role advisors play in ensuring exit success. https://hubs.ly/Q02lgm-l0

Please note: This action will also remove this member from your connections and send a report to the site admin. Please allow a few minutes for this process to complete.

From proven advisor strategies to case studies featuring BEI members, check out our newest webinar series featuring Exit...
02/14/2024

From proven advisor strategies to case studies featuring BEI members, check out our newest webinar series featuring Exit Planning expert, Fletcher Brown!

Join Fletcher Brown as he kicks off the first in this new webinar series of case studies and proven advisor strategies using BEI tools and framework.

Transferable value is the ultimate measure of business success. Check out our free guide for tips on helping your client...
02/13/2024

Transferable value is the ultimate measure of business success. Check out our free guide for tips on helping your clients increase and secure business value! https://hubs.ly/Q02kKCF50

Transferable value is the ultimate measure of business success. More and more owners need help with growing and protecting their business cash flow and value - regardless of their exit or transition timeline. Download the guide below to learn 9 of our best tips to helping your clients increase busin...

New on the blog, how can you develop the strongest advisor team possible? Championship Advisor Teams: A Super Bowl Strat...
02/10/2024

New on the blog, how can you develop the strongest advisor team possible?

Championship Advisor Teams: A Super Bowl Strategy for Exit Planning https://hubs.ly/Q02kxP4D0

Boost business exits with a Super Bowl plan: Form an elite advisor team, focusing on expertise, early strategy, and ex*****on for a seamless transition.

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