Licenses & Pricing
Marketing License
Consistent Marketing Strategies for Every Business Advisor
Deeper and more meaningful client conversations
Planning License Core Features
Unlock the Power of Data to Drive Your Planning
Leverage the advanced BEI technology and state-of-the-art tools to turbocharge your business planning efforts. With PlanIt, you can seamlessly conduct personalized online assessments for each and every business owner. Take full advantage of our exclusive links, dynamic QR codes, and captivating landing pages to effortlessly connect with a broader audience, while generating valuable leads that can skyrocket your success.
Gather the Essential Data to Propel Planning
Use BEI technology and cutting-edge tools to supercharge your business planning efforts. With PlanIt, conduct personalized online assessments for each business owner. Take advantage of unique links, QR codes, and landing pages to effortlessly connect with a wider audience, generating valuable leads.
Smart Planning Recommendations for Every Client
As you delve into the intricate details of your client’s business and their goals, seize the opportunity to create strategies that meet their unique needs. Leverage your expertise to provide recommendations that will drive their business towards unprecedented success. Alternatively, take advantage of the extensive recommendation library in PlanIt, where you can explore a wealth of proven strategies and innovative ideas. With this invaluable resource at your disposal, you can easily discover groundbreaking solutions that will have a lasting impact on your client’s business trajectory.
Three Output Options to Choose From:
With this version format, advisors can present a condensed yet comprehensive list of recommendations, making it easy for clients to grasp the main points quickly.
This version offers a comprehensive breakdown of each recommendation, providing an in-depth understanding of its functionality, advantages and disadvantages, as well as the specific aspects that require attention.
This version offers several elements that enable you to incorporate input from each responsible advisor, as well as outline how the recommendation will be structured and implemented.
Customize Your Offering with Interactive Planning Deliverables
PlanIt provides a variety of interactive planning solutions that are designed to cater to the unique requirements of your clients. Whether they need a comprehensive Exit Plan or specific elements like increasing business value or ensuring seamless continuity, our personalized documents, deliverables, and reports can be effortlessly customized to align with your client’s ever-changing goals.
We’re Here to Equip You. Together, We’ll Triumph.
When creating a plan for your clients, there are numerous factors and steps to consider. The great news is that you don’t have to be an expert in every area. With PlanIt, you can collaborate with other advisors and create comprehensive recommendations and timelines. What’s even better is that as a member of the BEI Advisor Network, you can tap into the expertise of like-minded advisors from around the world.
At BEI, we are dedicated to equipping you with the best Exit Planning tools and content available. We understand the significant impact that the right resources can have on your practice. Throughout the onboarding process, our team will work closely with you to define your goals and demonstrate how you can effectively utilize the resources provided through the BEI Advisor Network.
If you require extra assistance with discovery meetings, client inquiries, planning meetings, or assembling an advisor team, we can connect you with a BEI Planning Consultant who will provide expert guidance and support.
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