Better Exit Planning
An intuitive software platform to help advisors get more done by attracting, engaging, and delivering comprehensive business exit plans to business owners using a proven plan design and delivery process.
I first learned about BEI through an agent I worked with who had his Exit Planning certification. I fell in love with the idea of helping business owners find their best life. I took the course and realized I had found a calling.
David YawCExP™, Wealth Advisor 
I earned my CExP™ designation from BEI to better understand and serve our business owners at FNBO. I recently learned and am proud to announce l am the youngest CExP™ in North America! This exciting news is an excellent way to kick off the new year!
Delaney Elliott CExP™, Business Advisor 
A simple and methodical approach to planning! I love how the planning process is structured - it's straightforward and easy to follow.
David JeanCExP™, Succession Planning Services Group Practice Leader at ARB and Director of Altus Exit Strategies, LLC 
The BEI CExP™ designation is the standard for Exit Planning certification for business owners. My passion is getting “in the trenches” with business owners and their families, key employees, and professional advisor teams.
Eddie Drescher CExP™, Financial Advisor 
Mission accomplished! My goal was to meet and network with other business advisors in the exit planning space, and BEI delivered.
Judy ShermanAdvisor & Financial Planner 
Add unparalleled value to your practice
Find out why business advisors are leveraging BEI for Exit Planning strategy, collaboration, and resources.
Add un-paralleled value to your practice
Find out why business advisors are leveraging BEI for Exit Planning strategy, collaboration, and resources.
Our Process
Better Exit Planning comes from Process and Experience
BEI’s Exit Planning process makes comprehensive planning simple, easy to follow and easy to implement.
Exit Planning Tools
PlanIt transforms your Exit Planning to the next level.
PlanIt allows you to track, design and execute Exit Planning according to your personalized planning process.
Network with Advisors
BEI Chapters connect the regions best advisors together.
Build deep relationships with other Trusted Advisors who can truly impact your business
Advisor Collaboration
Branded Documents
Guides & Resources
Client Assessments
Client Tracking
Advisor Collaboration
Advisor Collobration
Build a bench of advisors you trust to offer your clients more value
Branded Documents
Branded Documents
Connect with business owners using our customizable marketing materials. Our professionally designed workbooks, brochures, white papers, and newsletters are perfect for uncovering planning challenges and driving the conversation.
Guides & Resources
Guides & Resources
Conduct personalized assessments with ease using our exclusive links and dynamic QR codes for wider audience connection. Generate valuable leads for greater success.
Client Assessments
Client Assessments
Learn about Business Owner priorities in just 5-7 minutes with our client assessment. Use the Assessment Tool to create a visual summary of planning concerns for the future that drives the conversation to a fee engagement discussion.
Client Tracking
Client Management
BEI’s PlanIt software has a sophisticated client management platform that follows our proven plan design and implementation process, ensuring you deliver your exit plan within the timeframe you outlined.
market analysis
Opportunity
Every day, more business owners reach retirement age, resulting in growing opportunities for advisors to develop thoughtful and transformative exit strategies with their clients.
6 Million
Businesses currently in operation. 200,000 are mid-market businesses.
80%
Of Owners want to stop working in the next 10 years
20%
Have a written Exit Plan to transition ownership
100%
Of Owners will stop being owners at some point
