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Exit Planning Boot Camp

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 Exit Planning Boot Camp Live or Livestream, 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 Exit Planning 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.

Exit Planning Boot Camp

During this two-day interactive workshop, a dynamic and experienced team of Exit Planning professionals will guide you through the Exit Planning process. This live event allows you to ask questions, interact, and network with other Boot Camp participants and instructors.

Register for $1,495. Discounts available for BEI Licensed Members.

Register for Exit Planning Boot Camp

Exit Planning Boot Camp Livestream

The same great content and interaction you get at an Exit Planning Boot Camp live event, but from the convenience of your office or home. Join our Exit Planning experts over the course of five days for two hours each day for this unique training experience.

Register for $1,495. Discounts available for BEI Licensed Members.

Register for Exit Planning Boot Camp Livestream

Business Enterprise Institute, Inc. 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. 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 web site:


“John Brown does a great job of teaching the material in a virtual setting. The polling questions and the chat feature work very well to collaborate with the presenter and other participants. The 2-hour long session format works great as well and allows for completing the training without interrupting existing commitments.”

- Andrew Meehan - Principal and Financial Advisor at Peachtree Planning

Ready to get started with Exit Planning Boot Camp?

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

Schedule a Meeting to Discuss Exit Planning Boot Camp

Get access to your FREE Exit Planning Toolkit today!