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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? *
How many business-owner clients do you currently work with? *
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?
Do you have a process to consistently communicate with 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?