BEI 2018 Business Owner Survey
 1 / 19 
This ANONYMOUS survey is for Business Owners ONLY!

If you are not an owner of a privately held or closely held business, please close this survey and forward the link to any business owner you know – thank you!

To request access to the survey questions before you share the link, simply email your request to

The purpose of this survey is to better understand the interests and priorities of business owners like you so that Exit Planning professionals can more effectively serve their needs.
What Is Exit Planning?

Exit Planning is a process that results in the creation and execution of an action plan allowing a business owner to transfer their business when they want, with the money they need, to the person they choose. It is an established process that creates a written road map, or exit plan, often involving efforts of several professionals, facilitated and led by an Exit Planning advisor who ensures not only the plan creation, but its timely execution.

- John H. Brown
  Author of Exit Planning: The Definitive Guide
Who Is BEI?

BEI is a national network of Exit Planning Advisors, all of whom provide customized, unbiased, comprehensive business-planning solutions to business owners. These Advisors work with their clients to maximize the value that owners derive from their businesses, minimize the inherent risks associated with business ownership and transitions, and enable owners to stay in control of their businesses until they achieve their goals. Advisors within BEI’s Network of Exit Planning Professionals form an elite group of planning professionals who operate with the highest degree of integrity, professionalism, knowledge, and ongoing training. They work with the most sophisticated and successful privately owned businesses in North America and around the world.
Please answer the next 10 questions about planning for the future of your business ownership.