Sorry, you need to enable JavaScript to visit this website.

BEI National Conference

Address

Denver, CO
United States

Date + Time

Event Dates and Times
08/18/2021 - 8:00am to 5:00pm
08/19/2021 - 8:00am to 5:00pm
08/20/2021 - 8:00am to 5:00pm
Mountain

BEI 2021 EXIT PLANNING CONFERENCE

Where Elite Business Advisors Meet & Share Ideas 

August 18 - 20, 2021

You may not be surprised. You might be disappointed. We’re not happy about it either. But we’re cancelling the BEI 2020 National Conference. We just can’t deliver the kind of event that the BEI Advisor Community expects. We know how much you value in-person interaction, and we look forward to creating our unique blend of high-quality content and collaboration again soon.

What Happens Next?

  • We have confirmed dates for the BEI 2021 National Conference! It will be held August 18-20, 2021 at the Four Seasons Hotel Denver!
  • If you registered for the 2020 Conference, you are automatically registered for the 2021 event with NO price increase.
  • We have a generous refund policy, so if you need your registration fee, you can request it at any time (through July 2021) by emailing us at events@exitplanning.com.
  • If you’re not registered, you can take advantage of 2020 pricing when you register for the 2021 event – we’ll adjust our registration portal and re-open it soon to allow registrations to continue.
  • Please note any changes or cancellations you may need to complete for airlines and hotels – we are not able to cancel those reservations for you.

Attend BEI’s 18th 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.

Need more information? Reach out to us!

BEI Events
events@exitplanning.com
888-206-3009

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: www.learningmarket.org or at 150 Fourth Avenue, Suite 700, Nashville, TN, 37219-2417.

Pre-Conference Workshops

Reboot Your Client Relationships! A BEI Interactive Workshop (Optional)

August 18, 2021
8:00 a.m. - 3:30 p.m.

The most successful business advisors are those who are constantly looking to reimagine their processes to get better results. And where do they look for ideas? They look to other successful advisors, of course! In this high-energy, totally interactive workshop, BEI brings together elite advisors like you to collaborate on new and improved ways to build rapport with prospects, connect with clients, and cultivate referral relationships. Topics and format change frequently throughout the day, so you’ll change gears frequently and never get bored. There are NO presentations! Just interactive collaboration with different peers at each change of topic. You’ll come away with:

  • Anew perspective on your traditional approach to client interactions
  • Fresh ideas that build on your natural style for marketing and business development
  • Awareness of the successful techniques other successful business advisors are using
  • Specific, practical, implementable ways to get better outcomes

Space is limited due to the structure of the workshop, so add it to your registration now! All BEI Members are welcome to attend.

The Deep Dive: A BEI Advanced Planning Workshop for CExP™ Advisors (Optional)

August 18, 2021
8:00 a.m. - 3:30 p.m.

Business-owning clients have some of the most complex situations you’ll ever see in your planning career. That’s why it’s important to spend time with other like-minded advisors who are doing sophisticated planning work, just like you. In this highly interactive workshop, BEI brings together CExP™ advisors who have deep technical expertise to share and who are genuinely interested in knowing more so that they can help clients achieve better outcomes. This workshop delivers:

  • Scenario-based planning problems and solutions
  • Multi-faceted business planning situations with complex analysis
  • Peer-to-peer sharing of planning techniques, trends, and perspectives
  • Multi-disciplinary experts on a wide range of subjects

You must be a CExP designation-holder in good standing to attend this workshop, and space is limited so add it to your registration now!

Boot Camp Experience (Optional)

August 18, 2021
8:00 a.m. - 5:00 p.m.

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.

Profession Sessions (Optional)

August 18, 2021
3:45 p.m. - 5:00 p.m.
Great if you are new to BEI

Connect with your peers! Get to know other advisors from your professional discipline who also work extensively with business owners to plan for the future. Do you want to know how others in your profession are handling staffing, technology, professional development, revenue generation, or service bundling? Join these professional groups for a guided discussion of the issues that are most important to your profession. Groups include:

  • CPAs and Tax Specialists
  • Financial Services Professionals (Financial Planning, Insurance)
  • Consultants and coaches
  • M&A Professionals
  • Inside Transfer Specialists

*Don’t see your peer group listed here? Contact Events@exitplanning.com to suggest another group.

BEI Boot Camp Experience

At BEI's 2021 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.