The Westin Denver Downtown
1672 Lawrence Street
Denver, CO 80202
United States

Date + Time

08/23/2017 - 1:00pm to 11:00pm
08/24/2017 - 1:00pm to 10:30pm
08/25/2017 - 1:00pm to 10:30pm


Where Elite Business Advisors Meet & Share Ideas 

Attend BEI’s 14th National Conference, where Exit Planners learn how to increase their bottom lines while helping their clients live their dreams.

The most important financial transaction of your clients’ lives is exiting their businesses, and you are the cornerstone of their success. The National Conference—the largest gathering of Exit Planning professionals in the world—will provide you with new planning techniques, marketing best practices, domestic and global perspectives on business and financing, and networking with the top Exit Planning professionals from across North America. Most importantly, you’ll come away from the National Conference with the tools, processes, and connections to help your clients through the most significant financial transaction of their lives.

Pre-Conference Workshops (Optional)

Wednesday August 23, 2017
8:00 AM  -  3:30 PM

Pre-Conference Interactive Workshop - Advanced Planning Case Studies
CExP Advisors Only

Pre-Conference Interactive Workshop - Practice Development Ideas & Action Plans

Crafting Powerful Stories

This interactive session will give you powerful tools to help you build engaging stories to sell more Exit Plans. After the workshop, you will have at least one entertaining and engrossing story to bring home.

All BEI Members Welcome

BEI Practice Group Meetings

Wednesday August 23, 2017
3:45 PM - 5:00 PM

Meet with members of your profession or your Virtual Practice Group.
BEI will organize groups and create agendas based on interest from attendees.

The Main Event!

BEI 2017 Exit Planning Conference

Thursday, August 24, 2017 & Friday, August 25, 2017
7:00 AM  -  4:30 PM

4 General Sessions
Keynotes and Panel Discussions 

16 Breakout Sessions
Marketing Success Stories
Technical Planning Solutions

Need more information? Reach out to us!

BEI Events

Business Enterprise Institute is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors (ID: 109178). State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: or at 150 Fourth Avenue, Suite 700, Nashville, TN, 37219-2417.

BEI Boot Camp Experience

At BEI's 2017 Exit Planning Conference

BEI Boot Camp for Advisors™ is the industry’s leading Exit Planning foundational course for professional advisors. We are now combining the experience of our world-class Exit Planning Conference with the Exit Planning training our Members expect.

The BEI Boot Camp Experience is integrated into BEI’s leading Exit Planning conference giving you the opportunity to network with top Advisors and learn the foundations of BEI Style Planning, including:

  • The BEI Seven Step Exit Planning Process™
  • Exit Plan Creation Options
  • How to Incorporate Exit Planning into Your Practice
  • Working as Part of an Effective Team of Exit Planning Advisors

This session provides:

  • The knowledge needed to be a better participant in Exit Planning teams.
  • The competitive advantage to set you and your Exit Planning colleagues apart in the community.
  • The opportunity to participate in Exit Planning teams to enhance revenue streams while helping clients benefit from their lives’ work.
  • The opportunity to provide positive short-term impact for your clients’ companies, while helping them meet their long-term Exit Planning objectives.
  • Techniques for using Exit Planning concepts in your core service offerings.

Agenda At-A-Glance

Thursday, August 24, 2017 & Friday, August 25, 2017
7:00 AM  -  4:30 PM

4 General Sessions
Keynotes and Panel Discussions 

Intro into BEI Exit Planning Process
Great if you are new to BEI

2017 National Conference Sponsors

Elite Sponsors

Executive Sponsors