The BEI Seven Step Exit Planning Process

Successful Exit Plans have several common elements. These elements are structured from a proven step-by-step process. The BEI Seven Step Exit Planning Process™ lets you approach the planning process systematically with each client and develop a comprehensive Exit Plan without fear of missing any key components. These Seven Steps help you identify and analyze potential problems affecting your clients' exit goals, 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.

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

- Andy Karlen, Attorney; Karlen & Stolzar, LLP

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