Join us in celebrating David Yaw, MBA, ChFC, CLU, CExP™, RICP on his incredible achievement as a PUBLISHED AUTHOR! A true leader helping business owners succeed. Congrats, David! #ExitPlanning #Leadership #ProfessionalExcellence
BEI | Exit Planning
IT Services and IT Consulting
Denver, Colorado 2,887 followers
The Leader in Exit Planning Solutions: Training, Marketing, and Planning Support for Business Advisors
About us
Maximize your business advising potential with BEI, the premier provider of comprehensive Exit Planning training and support. Our dynamic approach helps advisors improve client acquisition and retention, increase revenue generation, streamline the Exit Planning process, and engage in more fulfilling work. As the leader in Exit Planning, BEI sets industry standards with our established, systematized process and a host of tools and services including marketing and engagement support, plan-implementation software and support, continuing and advanced education, and networking opportunities with other advisors. Our services are tailored to professionals in a variety of disciplines looking to leverage Exit Planning to attract and retain high-caliber business owners in their practices. At BEI, our goal is to help business owners and their families benefit from their lives’ work. Don't settle for a one-size-fits-all approach - let BEI make your ideas and efforts more efficient and valuable to your business-owner clients. Join the ranks of the most successful Exit Planning professionals in the industry with BEI.
- Website
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https://www.exitplanning.com/
External link for BEI | Exit Planning
- Industry
- IT Services and IT Consulting
- Company size
- 11-50 employees
- Headquarters
- Denver, Colorado
- Type
- Privately Held
- Founded
- 1996
- Specialties
- Professional Development, The Seven Step Exit Planning Process™, Training & Education Solutions, Marketing Solutions, Planning Solutions, Professional Networking Solutions, Exit Planning Certification, Member Referral Service, and Boot Camp for Advisors
Locations
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Primary
Get directions
3461 Ringsby Ct.
405
Denver, Colorado 80216, US
Employees at BEI | Exit Planning
Updates
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BEI | Exit Planning reposted this
In this Exit Planning Coach podcast interview with John F. Dini, John Brown, founder of the Business Enterprise Institute (BEI), shared his journey from Michigan grocery store roots to becoming a pioneer in exit planning. Listen or watch here👉 https://buff.ly/3sxXR5F. #BEI #JohnBrown #MBA #CEPA #ExitPlanningCoach #Podcast #businessadvisors #businessowners #johnfdini #coach John Brown BEI | Exit Planning John F Dini CBEC, CExP, CEPA
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Don’t miss the upcoming BELAY webinar! 📅 If you're helping business owner clients prepare for an exit or build value, Belay can provide the administrative support they need to maximize value and streamline their operations. This is a great opportunity to learn how the right help can make all the difference in a successful exit strategy! #ExitPlanning #BusinessGrowth #Belay
Join Lisa Seal and Theresa Summerlin from BELAY to learn how effective delegation can transform your leadership and free up your time. 📅 Date: Thursday, September 12th 🕒 Time: 12:00pm- 1:00 PM EST. 🔗 Register here: https://lnkd.in/ghgZrStz
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Join Lisa Seal and Theresa Summerlin from BELAY to learn how effective delegation can transform your leadership and free up your time. 📅 Date: Thursday, September 12th 🕒 Time: 12:00pm- 1:00 PM EST. 🔗 Register here: https://lnkd.in/ghgZrStz
This content isn’t available here
Access this content and more in the LinkedIn app
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Heartfelt Thanks to Our Sponsors! We are sincerely grateful to our incredible sponsors for their support in making this year’s BEI Conference a great success. Your commitment and partnership have been essential in bringing together industry professionals and delivering impactful insights. Your contributions not only enhanced the experience for all attendees but also strengthened the connections within our exit planning community. We appreciate your dedication and look forward to continuing our collaboration in the future. Thank you for your unwavering support! Growth-Drive The Business and Legal Advisors, LLC MetLife CSG Partners | ESOP Advisors BeReady Business Exit Solutions Charter Capital Partners LaGrey BELAY #ThankYouSponsors #BEIConference2024 #ExitPlanning2024
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We at BEI are thrilled to share our gratitude to everyone who made this year’s conference such an incredible success! From our speakers and engaged attendees to our dedicated team and supportive sponsors and exhibitors—each of you played a crucial role in creating an unforgettable experience!! The energy, insights, and collaboration over the past few days have truly set a new standard. A special thank you to our BEI team for your hard work and commitment to excellence. Your efforts made everything possible, and we couldn't be prouder of what we accomplished together. Here's to building on this momentum and continuing to drive our industry forward! 🚀 #ThankYou #Gratitude #BEIConference2024 #ExitPlanning2024 #Networking #ProfessionalGrowth
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BEI | Exit Planning reposted this
Protect and Grow The Value of Your Business - Member FDIC - Equal Housing Lender
Final sessions at the BEI Exit Planning Conference. Great information with a couple key takeaways for me: business continuity planning and business value drivers. First Mid #exitplanning2024
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BEI | Exit Planning reposted this
Strategic Planner | Family Business Consultant | Succession & Exit Planner at Allen, Gibbs & Houlik, L.C.
Finishing three great days of learning alongside other Exit Planning advisors. I’m excited to put new tools and concepts to work! #exitplanning #successionplanning #succession #consulting BEI | Exit Planning
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BEI | Exit Planning reposted this
Abmeyer Wealth Management had the most amazing week. Kim and Alisha made the trip to Denver to attend the annual conference held by BEI | Exit Planning, the premier provider of comprehensive Exit Planning training and support. The presenters were immensely insightful and very kind in giving their time and expertise, one-on-one. Helping Business Owner clients realize their aspirations by leaving their companies the way they choose was the theme all week. Establishing relationships with CPAs, Investment Bankers, Tax Attorneys, Business Attorneys, Estate Planning Attorneys, and Valuation Experts is a significant step in providing our clients with the best available guidance. Kim Abmeyer, CFA, CFP® Alisha Reilly, CFP® Melissa Yano CFP®, CExP
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