Sam Wo, a 115-year-old Chinatown institution, faces closure as its owner retires without a successor. This historic restaurant, known for its simple Cantonese dishes and colorful legacy, highlights the vital...
Unlock the ultimate Exit Planning resource hub
Supercharge your Exit Planning efforts with cutting-edge tools, tailored strategies, and unmatched access to top-tier industry experts.
Deliver exceptional Exit Plans and exceed client expectations
Empower business owners to successfully exit their businesses leveraging tools, resources, and strategies from the best in Exit Planning.
BEI Exit Planning License gets you:
Exit Planning Software
Create detailed, customized Exit Plans with pre-built recommendations and interactive deliverables.
Flexible Reporting Options
Create drafts for every stage of Exit Planning, from proposal through exploration and implementation.
Advisor Collaboration Tools
Work seamlessly with other advisors to ensure strategy alignment and effective execution.
Personalized Plan Reviews
Get expert feedback to enhance the quality and impact of your client Exit Plans.
Deliver value consistently and effortlessly
Discovery & Assessment Tools
Simplify the process of uncovering client goals and challenges with easy-to-use assessments tailored for business owners.
Personalized Client Reports & Proposals
Craft professional, tailored reports that clearly outline goals, strategies, and actionable next steps for your clients. Help them visualize their path forward with clarity and confidence.
The industry standard Exit Planning platform included with every BEI Exit Planning License
Access intelligent Exit Planning software that lets you develop customized Exit Plans using your expertise or draw from an extensive library of battle tested recommendations.
Deliver value consistently and effortlessly
Stay top-of-mind with a professional email newsletter tailored to your clients’ needs. Automatically distributed on your behalf to an unlimited number of clients, it keeps your brand visible while delivering actionable, relevant insights.
Premiere Benefits of a BEI Exit Planning Membership
For advisors ready to become an expert in Exit Planning and exceed client expectations
Why Choose the Exit Planning License?
The BEI Exit Planning License takes your advisory practice to the next level – providing the expert tools and top-level resources you need to create, execute, and deliver exceptional Exit Plans.
Level up your advisor business
Build Credibility
Elevate your reputation with business owners through polished, branded content and actionable deliverables.
Save Time
Streamline client engagement, planning, and marketing processes to focus on what matters most: building relationships and solving problems.
Enhance Collaboration
Leverage the expertise of other advisors, connecting with like-minded professionals worldwide to address complex client needs.
Drive Results
Deliver customized solutions that help business owners achieve their personal and financial goals with confidence.
Exit Planning License FAQ
What makes the Exit Planning License unique?
The Planning License includes everything in the Marketing and Chapter Licenses plus advanced tools like PlanIt, the leading Exit Planning software platform for creating personalized, actionable Exit Plans.
How does the PlanIt Software Platform work?
PlanIt simplifies Exit Planning with phased deliverables and a vast library of pre-built recommendations. When you sign up for a BEI Planning License, you’ll be able to log in to the platform for exclusive access to the Exit Planning software and advisor collaboration tools.
Can I use the Exit Planning License for collaborative projects?
Yes, you can seamlessly collaborate with other advisors to create cohesive, high-impact plans for your clients.
What kind of support is included?
The Planning License includes personalized guidance from BEI’s Client Success team, ensuring you get the most out of the tools.
Can I upgrade from another license to the Exit Planning License?
Yes, you can upgrade from another license at any time to access additional tools, resources, and advanced planning capabilities. Contact us if you’d like help upgrading your membership.
Can I get a PlanIt trial account?
Currently, we do not offer trial accounts. Instead, we focus on delivering unmatched quality and value from day one. Our team is dedicated to providing comprehensive tools, exceptional support, and an outstanding experience to ensure you achieve your advisory goals with confidence. Contact us to learn more about how PlanIt can meet your needs.
Have additional questions?
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Give us a call or email us! We have real people who’d love to chat with you.
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