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Membership

Membership

Business Enterprise Institute, Inc., (BEI) provides the practice development tools, education and on-going support to advisors of business owners to generate additional rev¬enue through Exit Planning. Becoming the trusted advisor of a business owner starts by joining BEI.

Why you should join:

Recognition: BEI is the only Exit Plan¬ning association to provide comprehensive training & ongoing education in the na¬tion. With sheer numbers alone, BEI sup¬ports the most successful advisor members in the industry.

Successful Members: Over 90 percent of BEI’s mem¬bers have experienced and continue to expect growth in their Exit Planning practices.

Cutting Edge Professional Development: BEI has single-handedly spearheaded the most aggressive Exit Plan¬ning training development programs in the United States. BEI continuously adds professional development opportuni¬ties every year.

Innovative: BEI is the only association to offer com¬prehensive Exit Planning software that can make sophisticated recommendations, based upon individual client objectives, to create a preliminary Business Owner Exit Plan.

Plan Design Support: Through highly trained staff, BEI is the only Exit Planning organization that provides comprehensive plan design and support to its membership. BEI Members have various plan creation options ranging from creating the plan themselves to refer¬ring plan creation to Exit Plan Design consultants (BEI).

Influential: BEI is the nation’s leader in standards setting for the Exit Planning industry. BEI’s participation is requested in every major industry standards event because BEI can be depended upon for reasoned and clearly articulated input.

Price Guide:
Primary Member: $3,450 ($3,450 for first six months, followed by $575/month thereafter)
Associate Member: $2,070 ($2,070 for first six months, followed by $345/month thereafter)
Cash Out Move On



"Exit Planning has helped my practice by being able to provide a better quality Exit Planning service. BEI has introduced me to a number of professionals in other fields that have the same goals of assisting clients with their needs and has broadened my referral base of other professionals."

— J. Richard Claywell, CPA, CVA, CM&A, CFD
Richard Claywell, CPA
Friendswood, TX
 

Business Enterprise Institute, Inc. • 741 Corporate Circle, Suite J • Golden, CO 80401 • Phone: 303-321-2242 • Toll-free: 888-206-3009
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