Owner-based planning BEI just launched Owner-Based Planning for Advisors (OBP), a training and tools suite designed to help advisors grow and protect client value. Sales teams can position BEI as the platform that accelerates value creation for business owners by integrating BEI methodologies into advisor offerings.

Advisor enablement With a 25+ year track record and credentials like CExP, BEI provides a proven framework, education, coaching, and client-ready resources. This presents an opportunity to partner with financial services firms, CPAs, attorneys, and consultants looking to differentiate through structured exit and business planning.

Software and solutions Recent news highlights a focus on software and value-driven planning tools. This suggests a potential for cross-sell or upsell of BEI software to firms already serving owner-managed businesses, expanding their planning toolkit beyond traditional advisory services.

Growth through staffing and networks BEI serves a network of financial professionals and operates with a lean team (11-50 employees). Targeting mid-market advisory firms and boutique consultancies that can scale BEI’s offerings could yield high-value partnerships and revenue growth.

Market positioning Position BEI as the specialist in business and exit planning within the financial services ecosystem. Emphasize repeatable processes, risk management, and measurable outcomes to attract firms seeking differentiated client value, particularly those serving owner-led businesses facing transitions.