BEI National Conference


Four Seasons Hotel Denver
1111 14th Street
Denver, CO 80202
United States

Date + Time

Event Dates and Times
08/22/2018 - 8:00am to 5:00pm
08/23/2018 - 8:00am to 5:00pm
08/24/2018 - 8:00am to 5:00pm


Where Elite Business Advisors Meet & Share Ideas 

August 23 - 24, 2018

Attend BEI’s 15th 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.

General Sessions

  • Recipes for Success: Using Exit Planning to Build Other Areas of Your Practice
  • The Corporate Life Cycle
  • The Five Myths You Tell Yourself About Getting Referrals — and the Real Truth!
  • Planning Fees and Other Revenue: Structures and Strategies

Marketing & Client Engagement Breakout Sessions

  • Incorporating Exit Planning Into a Busy Practice
  • The Emotional Side of Exit Planning
  • Using Video on Your Website
  • New Entry Points for the Exit Planning Conversation
  • Preparing for and Executing a Successful One-on-One Client Meeting
  • Preparing for and Executing Successful Business Owner Events
  • Telling Is NOT Selling; Using Questions to Secure Engagements
  • Asking For and Getting Referrals

Technical Planning Breakout Sessions

  • Incentive Planning Scenarios and Structures
  • Tax Reform Act & Entity Selection
  • How Family Planning Changes Across Generations
  • Understanding and Developing the Successor Management Team
  • Creative Ways to Fund Business Owner Retirement
  • Why All Businesses Should Plan for the Third-Party Sale
  • Using a NING Trust to Sell a Business State Income Tax-Free
  • Going Out on Top – Timing the Perfect Exit

Case Studies & Demonstrations Breakout Sessions

  • BEI Marketing Tools – Basics and Creative Uses
  • BEI Planning Tools – Basics and Creative Uses
  • ESOPs: New Perspectives
  • Assessing, Motivation, and Alignment Among Top Managers and Successor Owners
  • Critical Leadership Skills that Move Businesses Forward
  • Several Case Studies and Demos from our Conference Sponsors!

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.

Pre-Conference Workshops

Interactive Workshop - Practice Development (Optional)

August 22, 2018
8:00 a.m. - 3:30 p.m.
All BEI Members Welcome

  • Practice Development
  • Crafting Powerful Stories
  • Sales techniques specific to Exit Planning
  • Increase your revenue from Exit Planning

Interactive Workshop – Case Studies (Optional)

August 22, 2018
8:00 a.m. - 3:30 p.m.
CExP Advisors Only

  • Advanced Planning
  • Case Studies

Boot Camp Experience (Optional for BEI Members)

August 22, 2018
8:00 a.m. - 4:30 p.m.
Great if you are new to BEI

  • Intro into BEI Exit Planning Process
  • Exit Planning Strategies

BEI Boot Camp Experience

At BEI's 2018 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.

2018 National Conference Sponsors

Chairman Sponsors

Executive Sponsors

Alliance Sponsors