The All-in-One Platform for Business & Exit Planning
Business Enterprise Institute equips advisors with proven structure, expert guidance, and credible planning tools to deliver business and exit planning with confidence.
The BEI Journey
A clear, guided path from learning to applying business and exit planning.
1
Build Your Planning Expertise
Develop business and exit planning skills through BEI’s training and credentialing programs.
2
Apply the Tools
Use BEI’s PlanIt software, templates and assessments to structure and streamline your planning work.
3
Execute Planning
Access hands-on coaching and community support from BEI as you work with business owners.
Explore Our Services
Browse BEI’s offerings and choose the solution that’s right for you.
Business & Exit Planning Training
Comprehensive training programs to build your expertise
OBP Boot Camp
Self-paced introductory course for guiding owners who aren’t ready to exit and want to grow value.
Exit Planning Boot Camp
Self-paced course covering core exit planning principles, worksheets, tools, and advisor resources.
CExP™ Exit Planner
Comprehensive certification program combining foundational + advanced training and more.
CExP™ Certification
Become a Certified Exit Planning Advisor (CExP™) through our three-stage training pathway.
Exit Planning Bootcamp
Our flagship training program covering BEI’s complete Exit Planning methodology
Advanced Exit Planning
In-depth training on complex deal structures, tax strategies, continuity planning, and growth.
CExP™ Designation Exam
Case-based credentialing exam to earn the Certified Exit Planner credential.
BEI Memberships
BEI offers memberships that grow with your planning work.
Chapter Membership
Foundational access to collaboration, referrals, and advisor visibility.
Explore All Options
Training Programs
Comprehensive training programs to build your expertise
CExP™ Certification
Become a Certified Exit Planning Advisor (CExP™)
BEI Memberships
BEI offers memberships that grow with your planning work.
2,000+
Trusted Advisors
25+
Years in Exit Planning
4k+
Advisory Plans Supported
Trusted by leading advisors and partner organizations
Everything you need to build a stronger advisory practice.
BEI Membership gives you access to the full system behind successful business and exit planning. With proven frameworks, training, software, tools, and hands-on support, you can work more effectively with business owners and grow your planning services.
What You Get From BEI Membership:
01
Proven Methodology
25+ years of refinement with BEI’s Seven Step Exit Planning Process™ and Three Step Owner-Based Planning Process.
02
Comprehensive Training
Access Boot Camps, courses, and/or the CExP™ certification track, with opportunities for ongoing learning.
03
Advisor Coaching
Opportunities for coaching, plan reviews, and advisor collaboration to support your development as a planner.
04
Community & Events
Engage with a national network of advisors through forums, roundtables and member events.
05
PlanIt Planning Software
Use BEI’s integrated software to build business and exit plans with guided workflows and client tools.
06
Templates & Resources
A library of templates, assessments, and guides to support every stage of planning.
07
Client-Ready Deliverables
Access polished reports, white papers, and presentations that elevate your client conversations.
08
Webinars & Member Updates
Stay current with regularly released webinars, tools and practice insights.
What Advisors Say About BEI
Hear from professionals who’ve transformed their practice with BEI’s exit planning methodology
Ready to Build Your Business Planning Strategy
Join thousands of advisors who trust BEI to deliver comprehensive, professional business and exit planning services.
Frequently Asked Questions
Get answers to common questions about BEI’s programs and methodology
Business exit planning is a proactive process that helps business owners grow business value and prepare for a future transition, whether that exit is soon or years away. It aligns business, financial, and personal goals to build a stronger, more transferable company. Any owner who wants to increase value, reduce risk, or eventually transition their business can benefit from exit planning, from those preparing for a sale to those focused on long-term growth and continuity.
No. Certification is not required to use BEI’s tools or deliver business and exit planning services. Many advisors, however, choose to pursue the CExP™ credential to strengthen their credibility and deepen their expertise.
No. BEI serves advisors, attorneys, CPAs, insurance providers, consultants, and financial professionals who work with business-owner clients. It is for professionals who want a clear, credible way to guide owners through business transitions and value growth.
The CExP™ certification is designed for advisors who want a deeper, more hands-on approach to business and exit planning. While CEPA provides a strong educational foundation, the CExP™ focuses on practical application using BEI’s proven planning processes, tools, and advisor support. CExP™ credential holders learn not only the concepts of exit planning, but how to implement a repeatable planning process with real clients.
Access enterprise-grade planning software, proven templates, and ongoing support—everything you need to deliver exceptional business planning efficiently.
The full certification pathway can be completed in as little as three months, depending on your pace. Each stage—Boot Camp, advanced exit planning (AExP), and CExP™— has generous completion windows, with most advisors having up to a year to finish the program.
Full access to BEI’s tools comes with membership, but we do offer training programs that don’t require joining. The best way to explore your options is a conversation with our team—we’ll help you determine the right starting point.