Boot Camp Workshops

Take the first step in your Exit Planning education. As an advisor, you have the technical skills to assist business owners in Exit Planning. However, few advisors know how to package the process and use it to drive demand for their service. Learn how when you attend an upcoming Boot Camp for Advisors™ Live, or Boot Camp for Advisors™ Online, and begin implementing Exit Planning in your practice. Don’t miss this opportunity to take advantage of all that Exit Planning can offer and to set yourself apart from the competition.

Upon completing 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.

Boot Camp Live

During this two-day interactive workshop, a dynamic and experienced team of Exit Planning professionals will guide you through the Exit Planning process. You will identify the opportunities that open up to you when you integrate Exit Planning into your practice, and learn how to generate additional revenue while building your client base through the Exit Planning Process.

This live event allows you to ask questions, interact, and network with other Boot Camp participants and instructors.

When you attend Boot Camp for Advisors Live you can earn up to 12 CE Credits, and 5.5 CFP Credits. Visit this page to learn more.

Register for Boot Camp

Boot Camp Online

Now it is easier than ever to learn BEI's systematic Exit Planning process from the comfort of your office or home.

Boot Camp for Advisors Online is a self-paced online course with nine sections presented through on-demand tutorials. Each section includes four parts: a section overview; in-depth Exit Planning technical training; practice for development tips and techniques: and a section review with more than 100 links to additional resources such as webcasts, newsletters, white papers, etc.

When you attend Boot Camp for Advisors Online you can earn 11.5 CPA CE Credits, and 5 CFP Credits. Visit this page to learn more.

Register for Boot Camp Online

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.


I compare the BEI Boot Camp to driving a car. It provided me an opportunity to peek under the hood to see the level of commitment and resources that had been invested into building a real world class association of advisors.

- Ed Fortier, CFP; Strategic Stewardship

Ready to get started with Boot Camp?

Have questions before getting started? Schedule a meeting with BEI or Contact Us

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