The BEI Seven Step Exit Planning Process

When properly crafted, successful Exit Plans have several common elements that are structured from a proven step-by-step process. The BEI Seven Step Exit Planning Process™ allows you to systematically approach the planning process with each client to develop a comprehensive Exit Plan without fear of missing any key components. These Seven Steps enable you to identify and analyze all problems, and give you the knowledge, expertise, and strategic system to find the solutions. This process is comprehensive enough to address all of the elements required to create a successful Exit Plan and flexible enough to work with your planning style.


The major benefit that BEI has brought to me is process.

- Andy Karlen, Attorney; Karlen & Stolzar, LLP

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Exit Planning and You: Download Guide​