Courses

Expand Planning Solutions with Proven Techniques

As an advisor, you have the technical skills to assist business owners in some aspect of Exit Planning. However, with additional knowledge in Exit Planning, you’ll be better prepared to answer questions and identify planning opportunities with clients. With the process learned in BEI Courses, you can be proactive with clients and offer them more complete planning solutions to reach their goals.

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courses

Exit Planning Boot Camp

$

1,495

Discounts available for BEI Licensed Members.

Registration closes the Friday prior to the start of Boot Camp. Those who register after 7 pm ET on that Friday will receive their login, enrollment, and course access information on the Monday morning of the first session.

Business owners want to work with advisors that can offer complete solutions to solve their challenges and meet their goals. At BEI, we want advisors to feel prepared for those conversations with clients. For over 25 years, we’ve helped thousands of advisors have deeper, more technical conversations through the knowledge gained in BEI courses.



Upon completing Exit Planning Boot Camp, you will be able to:

  • Effectively market Exit Planning services to existing and prospective clients.
  • Engage business owners using tools supported by factual next steps.
  • Create comprehensive, owner-centric Exit Plans.
  • Lead or participate in Exit Planning Advisor Teams.

Exit Planning Boot Camp Livestream


August 8, 9, 10, 11. 12

12:30 pm to 2:30 pm ET


Register for Exit Planning Boot Camp Livestream

Exit Planning Boot Camp Livestream


October 3, 4, 5, 6 and 7

3:00 pm to 5:00 pm ET


Register for Exit Planning Boot Camp Livestream

Advanced Exit Planning Series

$

4,000

Discounts available for BEI Licensed Members.

Completing the Advanced Exit Planning Series is critical to providing comprehensive Exit Planning services to the business owner community. The primary goal of the program is to provide you with information that will serve as a solid foundation for your professional Exit Planning endeavors, whether or not you plan to pursue a CExP™ designation.



Program Structure

All components of the Advanced Exit Planning Series program are delivered online via an education delivery platform. The training includes eight virtual calls where you will discuss concepts and case studies with other participants and fourteen modules that cover the following topics.

  • Module 1:  Setting Goals
  • Module 2:  Gap Analysis
  • Module 3:  Cash Flow and Business Value
  • Module 4:  Growing Value and Minimizing Taxes
  • Module 5:  Developing Key Employees
  • Module 6:  Minimizing Risk
  • Module 7:  Third-Party Sale Transactions
  • Module 8:  Selling to an ESOP
  • Module 9:  Transferring Ownership to Insiders
  • Module 10:  Transferring Ownership in a Family Business
  • Module 11:  Business Continuity for Co-Owned Businesses
  • Module 12:  Business Continuity for Solely-Owned Businesses
  • Module 13:  Estate Planning Techniques for Business Clients
  • Module 14:  Putting Together a Comprehensive Plan

Each module consists of components to review in order to demonstrate advanced Exit Planning knowledge. After completing the components for each module, you will be required to complete and pass a multiple choice exam covering the material presented.

Advanced Exit Planning Livestream


May 23

3:00 pm to 4:00 pm ET

June 7, 21, 28

July 12, 26

Aug 9, 23

3:00 pm to 5:00 pm ET


Register for the Advanced Exit Planning Series

Advanced Exit Planning Livestream

Aug 29

10:030 am to 11:30 am ET

Sept 8, 22

Oct 6, 20

Nov 3, 17

Dec 1

12:30 Pm to 2:30 pm ET

Register for the Advanced Exit Planning Series

Certified Exit Planner Designation

$

1,795

Discounts available for BEI Licensed Members.

Obtaining the BEI Certified Exit Planner (CExP) designation is the final step to building your knowledge of comprehensive Exit Planning advisor services for the business owner community. Through training and rigorous testing, CExP professionals demonstrate they are qualified to provide skilled and professionally executed Exit Planning services.



Is Exit Planning Certification appropriate for you and your practice?

  • Do you represent business owner clients?
  • Do you want additional knowledge to engage in planning and problem solving?
  • Do you enjoy learning about and incorporating new planning techniques in your practice?
  • Are you a thought leader within your profession?

The CExP Certification Process requires

  • Openness to approaching planning to achieve the owner's goals
  • Willingness to work with other professionals toward mutual solutions for the business owner's Exit Planning issues
  • Allotment of time and resources
  • Successful completion of exams and case studies
  • Experience in representing business owners

The Advanced Exit Planning Series modules must be completed within the 12 months prior to taking the case study exams.

Register for CExP Certification