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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

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 Boot Camp

Boot Camp Online

It’s 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.

Register for $995. Discounts available for BEI Licensed Members.

Register for Boot Camp Online

Boot Camp Livestream

The same great content and interaction you get at a 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 Boot Camp Livestream

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

Schedule a Meeting to Discuss Boot Camp

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