Associate Membership 

Join the Waitlist Today! 

If you’re looking to learn how planning concepts can help you broaden the scope of work you do with your clients, the BEI Associate Membership is for you. Whether you’re just starting to consider planning, a seasoned planning professional, or a dedicated learner, a BEI Associate Membership will help you:

  • Differentiate 
  • Learn 
  • Execute 




  • Relevant content including articles, case studies, and video overviews that outline problems that business owners need you to solve.
  • Applicable strategies from thought leaders that show you how the topics reviewed in the case studies fit into your core practice.
  • Actionable tools and resources you can use right away through your free Exit Planning Toolkit.