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BEI

UX Design, UI Design, Web Development, CMS, Information Architecture

The Problem:

A full website redesign for BEI, creating a modern, conversion-oriented platform that clearly communicates their value to professional advisors — attorneys, CPAs, consultants, and financial professionals guiding business owners through exit planning. Focused on lead generation, messaging clarity, and scalable architecture.

2025
UX Design, UI Design, Web Development, CMS, Information Architecture

Phase 1: Prototyping

Improved clarity of BEI's value proposition, a more intuitive user experience for multiple audience types, stronger credibility through modern design and structured content, increased potential for lead generation through optimized user flows, and a scalable foundation for future growth and content expansion.

The Challenge

BEI's complex value proposition — combining education, software, and guidance into one platform — needed to be communicated clearly without overwhelming users. The site had to speak to multiple professional roles with varying needs, establish trust and authority in the exit planning space, and create effective conversion pathways through a clear information architecture.

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UX & Information Architecture

Defined a clear site structure covering Home, About, Services, Blog, Events, and Contact. Prioritized navigation simplicity and logical content grouping. Established conversion pathways through strategically placed CTAs. Designed user flows guiding visitors from awareness to understanding to action — simplifying complex information into digestible sections using modular layouts built for scalability and content reuse.

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UI Design & Content Integration

Created a modern, professional visual system aligned with BEI's brand attributes — clean layouts, strong typography, and structured spacing to convey trust and authority. Designed interactive elements including hover states, dropdown interactions, and video sections. Positioned messaging to highlight BEI's integrated approach of training, tools, and guidance. Supported content types including articles, educational resources, event listings, and video.

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Development & Key Features

Built the site using a flexible component-based approach with responsive layouts across all devices. Implemented a blog and CMS system, contact and lead capture forms, search and filter capabilities, and a scalable architecture supporting future features like a member portal or gated content. Validated responsiveness across devices and browsers and refined interactions based on usability considerations.

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A storyboard depicting the user journey with a dental health app. It starts with a person waking up, followed by motivation to brush teeth, using an app that tracks and encourages good dental hygiene. The storyboard illustrates various app features such as progress tracking, rewards, and a smart mirror that analyzes brushing technique.

What I Learned

1

Complex value propositions require progressive disclosure

BEI's platform combines education, software, and advisory services into a single offering — which is genuinely difficult to communicate without overwhelming visitors. The solution wasn't to simplify the offering, it was to sequence it. Landing pages lead with one clear value, then progressively reveal depth as users signal interest.
2

B2B sites succeed when they speak to the evaluator's job, not just their role

BEI's audience — CPAs, attorneys, and financial consultants — weren't coming to the site to learn about exit planning. They were evaluating whether BEI would make them better at their job. Framing content around their professional goals rather than BEI's product features changed the entire tone of the site.
3

Scalable architecture is a gift to future you

Building with a member portal and gated content in mind — even before those features existed — meant the architecture could accommodate them without a rebuild. Every decision made during the BEI build was pressure-tested against the question: can this scale without rework?
4

Design credibility through consistency, not complexity

BEI's audience makes high-stakes professional decisions. A site that communicates trust through clean typography, consistent spacing, and reliable visual hierarchy does more for conversion than one trying to impress with elaborate interactions. On professional services sites, design restraint is a signal of competence.

Get in Touch

If you're impressed with my work, then let's make something special together

“The Website looks official and it’s Always evolving. I love it.”

-Vince Wimberly Jr.
Owner of Life Advance Fitness

Send me an email