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Network with Exit Planning Advisors Across Industries

Grow your Exit Planning business alongside a powerful mix of professional advisors.

Collaborate with the best in Exit Planning

Cultivate your Exit Planning expertise, gain valuable resources, and increase your visibility as a business advisor under a structured forum curated by BEI Chapter Leaders in concert with Exit Planning experts at BEI.

BEI Chapter License gets you:​

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Community

Connect and cultivate your expertise with a diverse network of Exit Planning advisors across specialties.

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Trusted Resources

Share case studies and resources in a time-tested framework to offer your clients more value.

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Visibility & Branding

Extend your business reach and elevate your standing locally, regionally and nationally.

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Revenue Generation

Leverage referrals and insights from Exit Planning leaders to expand your practice and grow business revenue.

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What is a BEI Chapter?

Connect monthly and quarterly with a carefully vetted network of Trusted Advisors across a mix of Exit Planning industries that will help you unlock new referrals and benefits for your business.

Find a Chapter near youSpeak with us
Photo of a group of business professional collaborating at a whiteboard with sunlight shining in through a window in the background.

What is a BEI Chapter?

Connect monthly and quarterly with a carefully vetted network of Trusted Advisors across a mix of Exit Planning industries that will help you unlock new referrals and benefits for your business.

Find a Chapter near youSpeak with us

Join a BEI Chapter in your market

BEI Chapter Members represent the most active and engaged professionals in Exit Planning. Become a BEI Chapter Member to gain invaluable, revenue-enhancing resources and elevate your standing among business advisors in your region.

An exclusive selection of business advisors across specialties:

✓ Legal
✓ Accounting
✓ Banking & Finance
✓ Insurance
✓ Financial Services
✓ Investment Management
✓ M&A Specialists
✓ Consulting
Sign up nowSpeak with us
Photo from above of business professionals around a conference table with hands coming together in the center.
Photo from above of business professionals around a conference table with hands coming together in the center.

An exclusive selection of business advisors across specialties:

✓ Legal
✓ Accounting
✓ Banking & Finance
✓ Insurance
✓ Financial Services
✓ Investment Management
✓ M&A Specialists
✓ Consulting
Sign up nowSpeak with us

All the benefits of a BEI Chapter Membership

For advisors wanting to connect with a diverse group of Exit Planners

✓ Local Chapter Membership
✓ Revenue generating collaboration
✓ Trusted advisor network
✓ Monthly Chapter Meetings
✓ Monthly Cadre Connection
✓ Quarterly events
✓ Member Directory

Monthly
Annually Save 20%
$ 2,400 $3,000

Become a BEI Chapter Leader in your region

A diverse selection of Exit Planning thought leaders helm BEI Chapters in locations across the US.

BEI Chapter Leaders represent the best in Exit Planning across the country.  As a BEI Chapter Leader, you’ll position yourself as a top resource in Exit Planning with exclusive access to BEI Exit Planning experts and comprehensive BEI Chapter Leader resources to curate monthly BEI Chapter meetings for a mix of skilled business advisors in your region.

Chapter License FAQ

What is the main purpose of the Chapter License for business advisors?

The Chapter License connects you with a network of trusted advisors across industries to expand your visibility, expertise, and referral opportunities in Exit Planning.

Who is eligible to join a BEI Chapter?

Professionals across industries like legal, finance, insurance, and business consulting with an interest in Exit Planning can join.

How are BEI Chapters different from other advisor networks?

Unlike other networks that separate advisors based on specialty, every BEI Chapter is uniquely made up of a range of professionals across industries, ensuring a diverse set of experiences and insights.

What happens in Chapter meetings?

Chapter meetings include sharing case studies, discussing challenges, collaborating on strategies, and generating referrals among members.

Can I join multiple Chapters?

Membership is typically tied to one local BEI Chapter, but opportunities to connect with other regions may arise during events.

How does Chapter membership generate referrals?

By collaborating with a diverse group of professionals, you build strong relationships, increasing your chances of receiving valuable referrals.

Have additional questions?

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