Membership
Business Enterprise Institute, Inc., (BEI) provides the practice development tools, education and on-going support to advisors of business owners to generate additional revenue 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 Planning association to provide comprehensive training & ongoing education in the nation. With sheer numbers alone, BEI supports the most successful advisor members in the industry.
Successful Members: Over 90 percent of BEI’s members 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 Planning training development programs in the United States. BEI continuously adds professional development opportunities every year.
Innovative: BEI is the only association to offer comprehensive 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 referring 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.
Benefits of Membership
BEI offers an expanding list of benefits and services to members and the business community. You are encouraged to take advantage of these services and partake in providing these services if you see an opportunity that intrigues you. Furthermore, BEI is continually expanding the breadth of services and products within each category. Currently, BEI provides the following benefits and services for members:
- A program for professional development made available through CPE-approved seminars, conferences, and self-study courses.
- Exit Planning software (EPIC™) designed to increase efficiency and thoroughness, as well as improve work product quality.
- A compilation of valuation, value driver, M&A, business continuity, estate planning and business advisory books, related publications, software and reference sources.
- A Referral service where names, addresses and phone numbers of local BEI members are provided to prospective clients seeking services.
- Professional networking and affiliation opportunities through BEI’s annual conference, major training events across the country and a directory of members.
- Newsletters, brochures and advertising/public relations programs for members to use in marketing their Exit Planning services.
- Staff support services available through BEI to train assistants, marketing personnel, etc.
- Seminar templates for members to use in presentations to potential strategic alliances and other professionals in their community.
- Seminar templates for members to use in presentations to business owners and other associations in their community.
- A twice monthly eNewsletter, The Exit Planning Review™, used for business development and to create publishing opportunities for our members.
- Live Webinars and a Web-based library of resources on timely topics of high interest to the professional Exit Planning community.