BEI - Business Enterprise Institute Employee Directory

Financial ServicesColorado, United States11-50 Employees

Business Enterprise Institute (BEI) operates in financial services by offering a structured, repeatable process for business and exit planning to professional advisors. Its offerings include a proven planning framework, educational programs, coaching and peer collaboration, industry credentials such as CExP, and client-ready resources designed to support execution. With more than 25 years in the field, BEI helps advisors strengthen their practices and enable business owners to improve value, manage risk, and prepare for transitions.

Based in Denver, Colorado, BEI serves financial advisors, CPAs, attorneys, insurance professionals, and consultants who seek to differentiate their services. The organization emphasizes a hands-on, practitioner-focused approach rather than purely theoretical planning, providing materials that support client work. In January 2024, BEI introduced Owner-Based Planning for Advisors, a program expanding training and deliverables to help business owners grow and protect value through professional services.

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