Advisor System

Business Enterprise Institute, Inc., is the premier provider of Exit Planning information to business owner advisors in the United States. Attorneys, CPAs, financial planners, insurance professionals, investment bankers, trust officers, wealth managers, business brokers, business appraisers, CVAs, and consultants rely on BEI for the education, software and marketing support they need to make Exit Planning an integral part of their practices.

BEI's Advisor System allows you to seamlessly incorporate The Seven Step Exit Planning Process™ into your practice area using a manageable, assistant-driven and automated systematic approach. This system allows you to choose how you integrate Exit Planning based upon your Practice Development Goals. You may choose to expand your strategic referral base, focus on providing additional value to your existing business owner client base or increase your business owner client base. Whatever your goals, BEI's Advisor System, coupled with The Seven Step Exit Planning Process, leads your practice to naturally create an Owner Centric Planning Process branded by you.

BEI's Advisor System is best incorporated by enrolling in a Member Class and participating in the ongoing, systematic Advisor System. The class duration is 12 months prior to moving into a maintenance period. During this 12 month cycle, BEI helps you set and assess your quarterly goals, review your progress against a benchmark of activity levels, develop the systems needed to successfully implement Exit Planning into your practice area, provide customizable marketing material for your branding and, supply you with time management tools to help you effectively communicate what needs to be accomplished while monitoring the progress to ensure accountability. During each week in the Advisor System, you will receive specific marketing and technical training, along with an action item checklist to keep you on track.

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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