BEI Exit Planning Solutions
Financial Services • 
Denver, Colorado, United States • 21-50 Employees
Company overview
| Headquarters | 3461 Ringsby Ct., 405, Denver, Colorado 80216, US |
| Phone number | +18882063009 |
| Website | |
| NAICS | 52 |
| Keywords | Professional Development, Marketing Solutions, Planning Solutions, Boot Camp For Advisors, Exit Planning Certification, Member Referral Service, Professional Networking Solutions, The Seven Step Exit Planning Process™, Training & Education Solutions |
| Founded | 1996 |
| Employees | 21-50 |
| Socials |
Key Contacts at BEI Exit Planning Solutions
Fletcher Brown
Co-Founder And Ceo
Shannon M.
Director Of Client Success
David Bowman
Director Of Business Development
BEI Exit Planning Solutions Email Formats
BEI Exit Planning Solutions uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@exitplanning.com), used 57.1% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@exitplanning.com | 57.1% |
{first name}{last name} | johndoe@exitplanning.com | 42.9% |
About BEI Exit Planning Solutions
At BEI, we provide business advisors with the tools, training, and resources needed to differentiate their practice and deliver exceptional planning solutions to their clients. Exit Planning: Comprehensive training, marketing support, and plan-creation tools that help advisors guide business owners through successful business transitions and achieve optimal liquidity outcomes. Owner Based Planning: Proven strategies and resources to support advisors in helping business owners grow and protect business value, minimize risks, and ensure continuity long before an exit is on the horizon. For over 25 years, BEI has been a trusted partner for advisors looking to expand their expertise, build deeper client relationships, and provide business owner clients with strategies to reach their goals. No other organization offers such a robust combination of planning support, making BEI the go-to resource for advisors who want to lead with confidence and create lasting value.
BEI Exit Planning Solutions revenue & valuation
| Annual revenue | $1,967,765 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $6,300,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
BEI Exit Planning Solutions has 14 employees across 5 departments.
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Number of employees
Funding Data
BEI Exit Planning Solutions has never raised funding before.
BEI Exit Planning Solutions Tech Stack
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