Skip to main content
Questions? (888) 206-3009
You are here
Welcome to the BEI Exit Planning Wizard. Please fill out this short questionnaire to the best of your ability to see how BEI Exit Planning can fit into your practice.
How many people in your firm will support Exit Planning?
More than 100
How many business-owner clients do you currently work with?
More than 50
Is the business owner marketplace an area of your practice that you would like to grow?
Do you have a process to consistently communicate with existing and prospective business-owner clients?
Yes, for existing clients, but not prospective.
Yes, for prospective clients, but not existing.
Yes, for both existing and prospective clients.
Do you have a process to consistently communicate with existing and prospective centers of influence?
Yes, for existing centers of influence, but not prospective.
Yes, for prospective centers of influence, but not existing.
Yes, for both existing and prospective centers of influence.
Do you have a process to reach out to business owners in your community?
Do you have a process to reach out to centers of influence that can get you in front of business owners in your community?
Are you currently spending resources (either your own or your staff's) to create marketing content?
Yes, and I am happy.
Yes, but I'd like to reduce cost or time.
Next Page >