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Speaking Engagements

For the past 25 years, John Brown has spoken to owners, advisors, and numerous professional advisor groups across the United States about various business and exit planning strategies. His timely topic and accessible style make him a favorite speaker and seminar presenter.
Brown has also led numerous Boot Camps for Advisors™ that teach advisors how to use
The Seven Step Exit Planning Process™ and how to market that process to owners.

Upcoming Speaking Engagements

Past Speaking Engagements

American Association of Life Underwriters
American Institute of Certified Public Accountants
American National Bank of Texas: Wealth Management Group
Ash Brokerage Fall Summit
AXA: Paramount Producer Group
D/A Financial Group Executive Briefing
Estate Planning Council of New York
GCG Financial
Independent Community Bankers of America
ING Security Life of Denver
International Business Brokers Association
LawPact
Loring Ward
M Financial Group
MetLife
Million Dollar Round Table
National Association of Certified Valuation Analysts (NACVA)
National Association of Small Business Accountants
National Financial Partners: Sales and Strategy Summit
Nautilus Group Executive Briefing
Northwestern Mutual — National Conference
Premier Resource Group
Principal Financial Group
Prudential Financial: Advanced Markets Success Institute
School of Life (ValMark Securities)
Society of Financial Service Professionals
Sunbridge Strategies, Inc. Symposium
The Institute of Business Appraisers
The International Forum 2007 Annual Meeting
Top of the Table
WealthCounsel, LLC
White Planning Group Executive Briefings

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"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

 

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