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RBC

Royal Bank of Canada Advisors – Earn your Approved CExP™ Certified Exit Planner credential with BEI. Gain the structured training, comprehensive tools, and expert support to guide RBC clients through strategic Exit Planning. Contact Your RBC Representative Why RBC Advisors Choose BEI’s CExP™ Certified Exit Planner Credential RBC-Approved Training: Our CExP™ program is officially recognized by RBC for advisor professional development. Client-Centric Expertise: Distinguish your advisory practice with deep expertise in Exit Planning strategies that resonate with business owners. Enhanced Credibility: Elevate your position and win trust faster with official CExP™ status. CExP™ Roadmap for Royal Bank of Canada Advisors: 1 Exit Planning Boot Camp Begin with the Exit Planning foundations to grasp the essentials of owner-centric Exit Planning. 2 AExP (Advanced Exit Planning) Series Delve deeper into complex planning scenarios and solutions with advanced planning topics, case studies, and real-world strategy analysis. 3 CExP™ Exit Planning Certification Exam Culminate your training by passing the CExP™ Designation Exam, demonstrating your expertise and commitment to excellence in Exit Planning. Contact Your RBC Representative CExP™ Certification Process Details: 1. Exit Planning Boot Camp Foundations of Exit Planning Learn the fundamentals of BEI’s proven Exit Planning process Self-paced online course ~4 days Gain confidence in marketing Exit Planning to clients and prospects Use expert tools to engage business owners and drive next steps Create customized, actionable Exit Plans Lead or collaborate within a multidisciplinary advisor team 2. Advanced Exit Planning Series (AExP) Deeper Insights and Real-World Exit Planning Strategies Builds on concepts introduced in the Exit Planning Bootcamp Bi-weekly in-person or virtual sessions with 40-60 hours of self-paced learning over 6 weeks Explore advanced topics—from business continuity to estate planning strategies 7 interactive case study sessions to apply concepts with peers Integrated assessments to reinforce and measure your progress Practical, real-world strategies to enhance client outcomes and grow your practice 3. CExP™ Certification Exam Earn Your Certified Exit Planner Designation Nationally recognized CExP™ (Certified Exit Planner) credential Self-paced online essay exam ~ 20-40 hours Deepen business-owner client relationships Transition from product sales to strategic advising Reinforce your role as a thought leader in Exit Planning CExP™ Certification Pricing CExP™ Education & Exit Planner Certification All Inclusive Roadmap to Get Your Certified Exit Planner Credential $5,999 Price in USD Access to all three certification components: Exit Planning Bootcamp, AExP (Advanced Exit Planning Series), and CExP™ certification exam Combination of online & virtual courses Ongoing support and peer collaboration Earn your nationally recognized CExP™ (Certified Exit Planner) credential in as little as two months Register Now Next Exit Planning Bootcamp: Sep 8-12, 2025 Stand Out as a Trusted Royal Bank of Canada Advisor with your RBC-Approved CExP™ Exit Planner Certification BEI’s training programs are nationally recognized as the gold standard in Exit Planning education. Whether you’re looking to add business succession planning to your wheelhouse, or want to become a leader in the industry, we’re here to help you on your journey. Contact Your Account Representative There’s more after certification. RBC Advisors who earn their CExP™ and join BEI as members unlock the full potential of Exit Planning. Membership includes a comprehensive suite of engagement tools, customizable deliverables, and ongoing coaching from a network of experienced professionals. Everything in our Exit Planning curriculum is built for real-world use—giving you the resources to implement, succeed, and turn your expertise into revenue. Explore Membership Options Meet your RBC representative, Sheryl Kaplan. Give her a call or email her — Sheryl would love to help you get started! OFFICE HOURS Monday – Friday: 8am – 5pm MST (we honor major US holidays) CALL DURING OFFICE HOURS (303) 551-9677 EMAIL ANYTIME skaplan@exitplanning.com More Professional Insights from BEI Exit Planning Articles More Articles

Maximize Business Value with Owner Based Planning

Posted on by Mark McNeillie

In today’s dynamic business environment, strategic planning is more critical than ever. Owner Based Planning provides a robust framework that guides clients toward sustainable success. This approach focuses not only on immediate gains but also on building a resilient foundation that can withstand future uncertainties. By prioritizing value creation, risk mitigation, and continuity planning, Owner Based Planning empowers advisors to offer a comprehensive service that addresses the unique needs of business owners. Owner Based Planning offers a structured process that enables advisors to deeply understand their clients’ objectives and craft personalized recommendations. It positions advisors as trusted partners, facilitating growth and stability for businesses at every stage of development. There are three core areas to Owner Based Planning: 1. Building Business Value: Strategies for Growth The cornerstone of Owner Based Planning is the ability to enhance business value. This involves implementing strategies that boost profitability, streamline operations, and foster leadership development. Advisors can utilize this framework to identify key areas for improvement and provide tailored solutions that drive growth. Whether through cash flow optimization, management development, or strategic investments, the goal is to establish a thriving business environment that can sustain itself over time. Moreover, Owner Based Planning encourages advisors to think beyond traditional growth metrics. It emphasizes the significance of developing a robust management structure that can adapt to change and seize new opportunities. By concentrating on leadership development and succession planning, advisors can assist business owners in ensuring that their growth is not only rapid but also sustainable, paving the way for future success. 2. Mitigating Risks: Protecting Your Business Future Business risks are inevitable; however, with the right planning, they can be managed effectively. Owner Based Planning equips advisors with the tools to help clients identify and mitigate potential risks. This includes safeguarding against financial, legal, and operational vulnerabilities that could jeopardize a business’s stability. Through comprehensive risk assessments and tailored insurance solutions, advisors can protect their clients’ interests and provide peace of mind. Key risk mitigation strategies involve developing personal financial plans, securing key person insurance, and establishing effective asset protection measures. By addressing these critical areas, advisors can help business owners minimize the impact of unforeseen events and maintain operational continuity. This proactive approach not only safeguards the business but also supports its long-term objectives, ensuring that it can thrive in any environment. 3. Ensuring Continuity: Planning for Longevity and Success Ensuring business continuity is a vital aspect of Owner Based Planning. Advisors are responsible for developing strategies that secure the future of their clients’ businesses, enabling seamless transitions and long-term sustainability. This involves creating continuity plans that consider potential leadership changes, ownership transfers, and market shifts that could impact the business’s trajectory. By focusing on continuity planning, advisors can help business owners prepare for the future, whether through buy-sell agreements, continuity bonus programs, or structured buy-out deals. These strategies are designed to maintain the business’s operational integrity and ensure ongoing competitiveness in the marketplace. By planning for longevity, advisors empower business owners to leave a lasting legacy and achieve their long-term goals. Transforming Your Practice with Owner Based Planning For business advisors looking to differentiate themselves in a competitive market, Owner-Based Planning offers a transformative opportunity. By adopting this strategic approach, advisors can expand their service offerings and add more value to their clients. It allows them to move beyond transactional relationships and establish lasting partnerships. Discover what Owner Based Planning can do for your practice.

Exit Planning Is a Whole-Person Journey

Posted on by Lindsay Giachetti

How to recognize and respond to the emotional roadblocks owners face when planning their exits. Most advisors know this moment well: a business owner says they want to exit on their terms, yet months (or years) pass with no meaningful action. You’ve shared financial models, talked timelines, and outlined next steps—only to be met with hesitation or silence. It’s not that they don’t understand the plan. It’s that they’re not emotionally ready to follow it. It’s Not Just Business—It’s Personal Most owners have spent decades pouring their energy, identity, and purpose into their businesses. When you bring up the idea of selling or stepping away, you’re not just introducing a transaction. You’re introducing a life change. As Steven Furtado, Co-Founder of Savoir Wealth and a former business owner himself, explains: “The idea of selling their business is both daunting and bittersweet. After all, businesses are built with immense pride, sacrifice and an investment of time, energy and resources… There is a deep emotional attachment to the business, and the thought of letting go often feels like letting go of a part of themselves.” From Planning Your Business Exit: A Professional And Personal Perspective, via Forbes How to Spot Emotional Resistance Here are a few signs you’re dealing with emotional—rather than rational—resistance: These aren’t signs of disinterest. They’re signals of emotional hesitation. How to Navigate Exit Planning Emotion with Clients Here are three ways you can support your clients through the emotional side of Exit Planning: 1. Name What’s Normal “You’ve built something meaningful—it’s completely understandable that this isn’t easy.” A simple statement like this validates their emotions and builds trust. It also helps reframe inaction as something human, not a flaw. 2. Ask Questions That Invite Reflection Try: These kinds of questions shift the conversation from logistics to legacy—and can open up new motivation for action. 3. Reframe the Exit as a Transition Like Steven Furtado advises, encourage owners to view the exit as a gateway rather than an end. Many owners wrongly associate Exit Planning with walking away entirely, when in reality, most plans allow for phased transitions, reduced hours, or advisory roles. You can say: “Exit Planning doesn’t mean walking out tomorrow. It means setting you up to have more choice—on your terms.” That emotional shift—from loss to possibility—is often the breakthrough moment. Don’t Wait for a Wake-Up Call Furtado notes that many owners don’t take action until something external forces their hand—a health scare, burnout, or a life change. But those moments often reduce options and value. As advisors, we can do better for our clients. We can help them plan when the business is still thriving, so they can exit from a place of strength—not reaction. A More Effective Exit Planning Conversation The most effective Exit Planning conversations are human-first. They combine business logic with emotional intelligence. They build a plan, yes—but they also build confidence and clarity. So the next time you meet an owner who “agrees but delays,” don’t double down on numbers. Pause. Ask. Listen. Then help them move forward—not just as an owner, but as a whole person preparing for their next chapter. Need help bringing the emotional side into your Exit Planning process? Let’s talk. Contact us at 303‑321‑2242 or email us to learn how to support your clients more effectively.

Advisor’s Guide to Entering the Exit Planning Marketplace

Posted on by Lindsay Giachetti

Core Insights Breaking Through: How to Overcome Barriers in the Exit Planning Market Last week, we explored the common roadblocks advisors face when introducing business owners to the Exit Planning process. Many owners believe they can wait until they’re ready to exit or assume they don’t have the time right now to begin planning. But as experienced advisors know, the only way to exit on your terms—your timing, your buyer, your value—is to start planning today. So, Where Do You Begin in the Exit Planning Market? You may be looping in your head, wondering: Who should I be talking to? How do I start a conversation? Will they even listen to me? Reach the Right Business Owners: Leverage Your Professional Network Start by connecting with other professionals who already serve business owners—accountants, attorneys, bankers, consultants. These individuals can be invaluable allies. When you demonstrate how Exit Planning benefits their clients and creates new opportunities for their firm, you lay the foundation for a mutually beneficial relationship. Focus on how collaboration helps everyone win—especially the business owner. Start the Conversation: Lead with Education, Not Sales Education is the most powerful, cost-effective tool at your disposal. Business owners don’t want to be sold to—they want insights, solutions, and clarity. Use storytelling, client success examples, and practical tips to communicate the value of early planning. You’re not alone in educating clients about the urgency of planning. Experts like Douglas R. Batts Sr. are making national headlines calling on Baby Boomer business owners to start Exit Planning now—before it’s too late. Sharing insights like this can reinforce your message and help overcome skepticism. Consistent, educational outreach—like a well-crafted newsletter with links to content like the article above—keeps you top of mind when owners are ready to act. It also positions you as a trusted resource rather than just another service provider. Get Business Owners’ Attention: Build Your Exit Planning Thought Leadership Establish your credibility across multiple channels—articles, blogs, webinars, speaking engagements, podcasts, and yes, even social media. While business owners might not follow you directly, their inner circle does. When your content resonates with someone they trust, it’s more likely to be shared—and remembered. Be sure to: Make it easy for people to access your content—and for new Exit Planning or Owner Based Planning opportunities to find you. What Comes Next? Turn Exit Planning Clients into Advocates Your first few Exit Planning clients are your strongest advocates. As you deliver real value and build trusted relationships, referrals will follow. Over time, your network grows—and so does your influence.

The Strategic Role of Insurance Advisors in Owner Based Business Planning

Posted on by Lindsay Giachetti

Using Insurance to Protect and Grow Business Value Insurance professionals may not always be seen as the first stop for business owners seeking long-term guidance—but their deep, ongoing client relationships uniquely position them to lead impactful conversations. Through business planning, insurance advisors can go beyond product placement and begin uncovering business owners’ personal, financial, and strategic goals. By using frameworks like Owner Based Planning, insurance professionals can identify planning gaps, initiate value-building strategies, and align their services with both business continuity and future growth. With Owner Based Planning, insurance advisors can shift from product-centric service to strategic partnership—helping owners align business performance with personal and financial priorities, while laying the groundwork for future success and continuity. Three Core Responsibilities of the Insurance Advisor As part of the business owner’s advisory team, insurance professionals bring critical value by: Owner Based Planning empowers insurance professionals to lead with questions about the owner’s vision for the business—rather than waiting for retirement or transition planning to emerge. Step One: Understanding Owner Goals Begin by helping the owner define income needs—during their lifetime, at retirement, and in the event of disability or death. These discussions are foundational in OBP, which emphasizes planning around the owner’s values and future aspirations. Step Two: Evaluating Business Value and Risk in Insurance Advisor-Led Business Planning Support the valuation process for insurance, estate, or gifting purposes. Identify income deficiencies and coverage gaps that could impact the owner’s family or business in unforeseen circumstances. This risk-based insight adds immediate value, even if a transition isn’t on the horizon. Step Three: Preserving, Protecting & Promoting Value Insurance advisors play a direct role in strengthening business value through protection strategies. This includes: Key person coverage is especially critical when a business’s value is tied to the contributions of specific individuals. It ensures that the business can absorb the financial impact of losing a key employee, fund temporary leadership, or support recruiting efforts—helping the company maintain momentum during a difficult transition. Carriers like Pacific Life offer a range of planning solutions, advanced markets support, and executive benefit solutions that empower insurance professionals to deliver more value through business planning. These resources can enhance your ability to support owners with strategies like deferred compensation, key person coverage, and retirement income planning. Step Four: Preparing for Future Liquidity Events Even if a sale or succession is years away—or uncertain—insurance professionals can help assess whether the business is on track to meet the owner’s eventual financial goals. Owner Based Planning encourages earlier, broader conversations that focus on readiness, not timelines. Step Five: Planning for Business Transitions with Advisor-Led Insurance Solutions In insider transitions (e.g., to children, co-owners, or key employees), insurance professionals help: More Owner Based Planning recommendation examples. This level of planning ensures that if anything happens to a future owner or the current one, the business remains stable and the owner’s financial goals stay on track. Step Six: Insurance Advisor-Led Business Continuity & Contingency Planning Help review and update Buy-Sell Agreements, recommend Stay Bonuses for key employees, and ensure contingency plans are consistent with the owner’s broader goals. These strategies are vital for both single-owner businesses and multi-owner enterprises—and often overlooked until it’s too late. Step Seven: Family Wealth and Estate Planning Review the owner’s estate plan to ensure it aligns with current business structures, valuation realities, and personal goals. Insurance funding can help cover estate taxes, enable wealth transfer, and ensure financial security for future generations. Connecting Insurance Advisor Strategy to Business Owner Goals Through Owner Based Planning, insurance professionals become more than policy providers—they become trusted guides in long-term planning, value creation, and legacy protection. You don’t have to wait for an owner to ask about leaving the business. By leading with thoughtful questions and strategic insight, you help them build a stronger business today—and a more secure future tomorrow. Learn how to bring Owner Based Planning into your insurance advisory approach.

Why Business Owners Delay Exit Planning

Posted on by Lindsay Giachetti

The Real Reason Owners Delay Exit Planning—and How to Break Through Many owners assume that planning for their exit begins once they’ve decided to leave. But the reality is that effective planning starts well before that decision. By engaging owners early and reinforcing the value of growth-focused strategies, advisors can ensure a smoother transition and more favorable outcomes for all involved. “I’ll plan my exit when I’m ready to leave.” This common mindset among business owners is one of the biggest challenges advisors face. But overcoming this misperception doesn’t require magic—it requires clear, consistent communication that educates and empowers. At BEI, we regularly hear from advisors looking for a reliable way to engage reluctant business owners in planning their exits. While we have proven tools to help convert hesitation into action, the first step is understanding why so many owners delay planning in the first place. Why Exit Planning Can’t Wait: The Risk of an Unprepared Business Most business owners know their companies aren’t ready to run without them—yet many still postpone planning. Why? Because they assume they’ll have time to prepare when the moment to exit finally arrives. But experienced advisors know better: preparing a business for a successful exit takes years, not months. The earlier owners start, the more control they have over the outcome. Closing the Communication Gap At the end of the day, owner inaction isn’t about unwillingness—it’s about unfamiliarity. Advisors who succeed are those who make Exit Planning familiar, relevant, and urgent through ongoing education and encouragement. If you want to help business owners act, keep showing up with valuable information, insights, and motivation. Because when owners understand the stakes—and see the benefits—they’ll start planning with purpose.

About

About BEI Empowering Business Advisors to Lead With Confidence BEI equips advisors with the tools, training, and community they need to guide business owners through their most important transitions. For nearly 30 years, we’ve helped professionals in Exit Planning and Owner Based Planning elevate their client relationships, grow their practices, and deliver real results. From proven frameworks and expert-led training to peer collaboration, planning tools, and hands-on guidance, everything we offer is designed to help advisors lead meaningful, results-driven engagements with business owners. Our History Our roots go back to 1977, when BEI founder, John Brown, began working with business owners as an estate planning attorney. Soon John realized that while plenty of advisors focused on managing wealth, no one was helping business owners plan for the biggest financial event of their lives: exiting their businesses. Determined to solve this problem, John developed what became the industry’s first structured Exit Planning process—tested and refined with hundreds of his own clients. Over time, he codified this approach into The BEI Seven Step Exit Planning Process™, laying the groundwork for what Exit Planning would become. In 1996, John founded BEI to empower other advisors to serve business owners with the same clarity, strategy, and long-term impact. His books—including How to Run Your Business So You Can Leave It in Style and Cash Out Move On—have sold hundreds of thousands of copies and remain foundational texts in Exit Planning. What started in a law office (and later, a garage stacked with pallets of books) has grown into a national network of advisors helping owners protect and realize the value of their life’s work. Today, BEI is led by CEO Fletcher Brown—the owner of that garage, who thought he was simply doing his dad a favor by accepting a “few boxes” of books… only to find a full pallet on his doorstep. Fletcher soon found himself packing and shipping books by the dozen, and eventually building his own advisory practice using BEI’s methodology. Under Fletcher’s leadership, BEI has evolved to meet the needs of modern advisors—offering advanced planning software, continuing education, and a collaborative community, all from our home base in sunny Denver, Colorado. At the heart of BEI is a simple belief: advisors change lives. We’re here to help them do that—with smarter tools, stronger strategies, and a shared commitment to helping business owners plan for what’s next. BEI Founder John Brown BEI CEO Fletcher Brown Mission We empower business advisors across industries to turn Exit Planning and Owner Based Planning insights into action—equipping them with the tools, strategies, and hands-on support to lead successful business transitions. Vision To create a future where every business owner is empowered to build the value of their company transitions on their own terms—guided by well-equipped, forward-thinking advisors. Our Partners At BEI, we believe collaboration drives impact. We’re proud to partner with organizations that share our commitment to helping business advisors succeed and business owners thrive. From corporate partnerships that extend our reach, to trusted professionals who support implementation, our partners play a vital role in expanding access to quality Exit Planning and Owner Based Planning solutions. Together, we’re building a stronger advisor community—one rooted in education, connection, and results. Strategic Partners Coming soon! Growth Partners Resource Partners How We Help Advisors Thrive At BEI, we equip advisors with the structure, tools, and support they need to confidently lead business owners through complex planning conversations. Whether you’re just getting started or looking to deepen your practice, our platform is built to meet you where you are—and help you grow. From certification and advanced training to marketing resources, planning software, and a connected advisor community, everything we offer is designed to support your success and elevate the value you deliver to your clients. Become a Part of the BEI Story Book a Demo Explore Membership Options More Professional Insights from BEI Exit Planning Articles How to Save a Legacy Business: Lessons from Sam Wo’s Possible Closure Sam Wo, a 115-year-old Chinatown institution, faces closure as its owner retires without a successor. This historic restaurant, known for its simple Cantonese dishes and colorful legacy, highlights the vital… The Business Advisor’s First and Second Mistakes After decades spent working with both advisors and owners, we’ve found that advisors who want to represent owners make two fundamental mistakes in approach. How Advisors Can Differentiate Themselves: Taking the Burden Off the Owner Business owners are a rare breed. In founding their businesses, they buck the trend of working for someone. They think differently, act differently, and succeed differently from most people. This… Load More More Articles

Continuing Education (CE)

CExP™ Certification Renewal​ Renew your CExP™ certification to stay current, credible, and compliant. Pay Renewal CExP™ Renewal Requirements at a Glance Requirement Details Annual Fee $250 per year (waived in year of initial certification) Continuing Education (CE) 30 credit hours required every two years CE Reporting Period Even or odd years, depending on certification year Accepting CExP™ Continuing Education (CE) submission and 2025 renewal payment. Scroll down for Submission Requirements Download BEI Submission Spreadsheet Here 2024 BEI Exit Planning Conference Videos​ $995.00 Experience the Best of the 2024 BEI National Conference The 2024 BEI National Conference brought together leading minds, forward-thinking advisors, and successful entrepreneurs from across the business planning industry. Whether you missed the event or want to revisit the insights, these recordings give you on-demand access to the conversations and strategies that are shaping the future of exit planning. Purchase BEI CExP™ Continuing Education Requirements To maintain your Certified Exit Planner™ designation, you must complete a total of 30 credit hours of continuing education (CE) within each two-year reporting period. This ensures you stay up to date with the latest strategies, tools, and ethics in Exit Planning. Important Dates All CExP™ designation holders must renew their certification each year by paying the $250 annual renewal fee. Deadline:The renewal fee is due by January 31. Renewals submitted between February 1 and March 31 will incur a $50 late fee. If your renewal is not received by March 31 your designation will be suspended. Submission Details If you submit your CE in EVEN-NUMBERED years, click the “Submit CE Programs” button to submit programs you’ve attended. CE submissions via email will not be accepted. The submission form is required and we ask that you submit all programs at one time, if possible.  CE Submission PeriodThe deadline for those who report CE in EVEN YEARS to submit all required CE programs for credit is December 31, 202$. You must accrue 30 credit hours of CE programming in each two-year CE reporting period. At minimum, 15 of those credit hours must come from BEI educational programs. A maximum of 15 credit hours may come from other education providers if the programs are connected to Exit Planning for business owners (e.g., retirement planning, business valuation, business transactions). You may submit programs that you attended in 2023 and 2024 BEI CExP™ Continuing Education Qualifying Programs Earning CE Credits Without a BEI Membership If you are not a BEI Member but would like to complete BEI educational programs for CExP™ Continuing Education (CE) credits, you have access to qualifying programs. CExP™ Continuing Education Qualifying Programs 2025 BEI National Conference (September 23–24, 2025) 2024 BEI National Conference –purchase videos for $995 – 15 credits 2023 BEI National Conference – purchase videos bycontacting Client Success – 15 credits Pre Conference Workshops (in-person only) – 6.5 credits BEI Owner Based Planning Training – 7 credits BEI Chapter Membership (formerly Associate Membership) – Up to 1 credit per month during the reporting period BEI Training Videos available to qualified members at ExitPlanning.com –50 minutes = 1 creditVideo titles and durations must be submitted via the CE submission form. All CE submissions are subject to review and approval. You will be notified within 30 days if additional information is required. Questions?If you have questions about CExP™ continuing education, BEI training, or certification renewal, pleasecontact BEI Client Success.

CExP™

The CExP™ Roadmap: A Structured Path to Exit Planning Certification The Certified Exit Planner (CExP™) designation is more than a credential—it’s a comprehensive roadmap. Become a Certified Exit Planner with BEI’s Proven Training Path BEI’s Certified Exit Planner (CExP™) designation is the industry’s most trusted credential for advisors who want to lead business owners through a proven Exit Planning process. Our Exit Planning certification program includes a structured learning path—from foundational training to advanced strategy—to help you become a confident and capable Exit Planning professional. Key Components of the CExP™ Roadmap: 1 Foundation Building Begin with the Exit Planning Boot Camp to grasp the essentials of owner-centric Exit Planning. 2 Advanced Strategies Progress to the Advanced Exit Planning Series (AExP) to delve deeper into complex planning scenarios and solutions. 3 Certification Achievement Culminate your training by passing the CExP™ Designation Exam, demonstrating your expertise and commitment to excellence in Exit Planning. The Complete BEI Training Roadmap: Learn, Apply, Certify 1. Exit Planning Boot Camp Foundations of Exit Planning $1,495 Learn the fundamentals of BEI’s proven Exit Planning process Virtual or in-person course over 4 days Gain confidence in marketing Exit Planning to clients and prospects Use expert tools to engage business owners and drive next steps Create customized, actionable Exit Plans Lead or collaborate within a multidisciplinary advisor team Register Now Next Exit Planning Bootcamp: Sep 8-12, 2025 2. Advanced Exit Planning Series (AExP) Expand your Exit Planning knowledge $4,000 Builds on concepts introduced in the Exit Planning Bootcamp Bi-weekly in-person or virtual sessions with 40-60 hours of self-paced learning over 6 weeks Explore advanced topics—from business continuity to estate planning strategies 7 interactive case study sessions to apply concepts with peers Integrated assessments to reinforce and measure your progress Practical, real-world strategies to enhance client outcomes and grow your practice Register Now Prerequisite: Bootcamp within previous 12 months. Next AExP Series: Sep-Nov 2025 3. CExP™ Designation Exam Put your knowledge to the test and earn your certification $1,795 Nationally recognized CExP™ (Certified Exit Planner) credential Self-paced online essay exam — 20-40 hours Deepen business-owner client relationships Transition from product sales to strategic advising Reinforce your role as a thought leader in Exit Planning Register Now Prerequisite: AExP Series completed within previous 12 months World-Class Training That Drives Real Results BEI’s training programs are nationally recognized as the gold standard in Exit Planning education. Whether you’re looking to add business succession planning to your wheelhouse, or want to become a leader in the industry, we’re here to help you on your journey. There’s more after certification. Advisors who earn their CExP® and join BEI as members unlock the full potential of Exit Planning. Membership includes a comprehensive suite of engagement tools, customizable deliverables, and ongoing coaching from a network of experienced professionals. Everything we teach is built for real-world use—giving you the resources to implement, succeed, and turn your expertise into revenue. Explore Membership Options More Professional Insights from BEI Exit Planning Articles More Articles

Memberships

Find the right membership plan for your advisory business Grow your expertise, engage clients, and drive results with a BEI License. Save 20% when you subscribe annually. Monthly Annually Save 20% ChapterNetwork and collaborate$ 250 Choose plan $ 2,400$3,000 Choose plan ✓ Local Chapter Membership ✓ Revenue generating collaboration ✓ Trusted advisor network ✓ Monthly meetings ✓ Quarterly events ✓ Member Directory Marketing Kickstart your offering $ 500 Choose plan $ 4,800$6,000 Choose plan Everything in Chapter PLUS: ✓ Branded collateral ✓ Automated content ✓ Online assessments ✓ Custom landing pages ✓ Data-driven proposals ✓ Custom action plans Owner Based Planning​Help owners succeed$ 750 Choose plan $ 6,500$9,000 Choose plan Everything in Marketing PLUS: ✓ Owner-centric approach ✓ Discovery & assessment ✓ Personalized recommendations ✓ PlanIt for OBP ✓ Resource library ✓ Virtual coaching ✓ Access to expert teams Exit PlanningBecome an expert$ 1,000 Choose plan $ 10,000$12,000 Choose plan Everything in OBP PLUS: ✓ Access to the ultimate Exit Planning hub ✓ PlanIt for Exit Planning ✓ Interactive Exit Planning deliverables ✓ Flexible reporting ✓ Collaboration tools ✓ Expert Exit Plan reviews Looking for a custom Exit Planning solution? Exit Planning at scale Every BEI Enterprise Exit Planning License includes dedicated support and expansive resources so you can empower your team to drive efficiency and achieve exceptional results. Connect with BEI’s sales team to discuss a custom Exit Planning License with solutions and pricing tailored to your organization. Contact sales ✓ Dedicated support ✓ Unlimited team access ✓ Scalable collaboration ✓ Custom pricing Compare Plans Discover which features fit your Exit Planning License needs. Chapter Marketing Owner Based Planning Exit Planning Local chapter membership ✓ ✓ ✓ ✓ Member directory ✓ ✓ ✓ ✓ Monthly member meetings ✓ ✓ ✓ ✓ Case studies ✓ ✓ ✓ ✓ Quarterly events ✓ ✓ ✓ ✓ Video overviews ✓ ✓ ✓ ✓ Exit Planning toolkit ✓ ✓ ✓ ✓ Certification discounts ✓ ✓ ✓ ✓ One-on-one onboarding ✓ ✓ ✓ ✓ Practice groups ✓ ✓ ✓ ✓ Access to strategic alliances ✓ ✓ ✓ ✓ Automated newsletters – ✓ ✓ ✓ Branded marketing materials – ✓ ✓ ✓ Speaking kit – ✓ ✓ ✓ Customizable client reports & proposals – ✓ ✓ ✓ Assessment & discovery tools – ✓ ✓ ✓ Client management – – ✓ ✓ Value driver recommendations – – ✓ ✓ Personalized plan review – – ✓ ✓ AI Prospecting Book – – ✓ ✓ PlanIt for Owner Based Planning – – ✓ ✓ PlanIt for Exit Planning – – – ✓ Advanced collaboration tools – – – ✓ Exit Planning resource library – – – ✓ Intelligent Exit Planning recommendations – – – ✓ Interactive deliverables – – – ✓ BEI License FAQ Am I buying a license for myself or my company? BEI Licenses are for individual use. Corporate or enterprise licenses are available for teams or multiple users. Contact us for more details. How quickly can I get started with a BEI License? Immediately! Once you subscribe, you’ll receive access to tools, resources, and support to begin right away. Can I pay per client use? No. BEI provides a comprehensive Exit Planning platform designed for consistent revenue, client satisfaction, and practice growth—not a pay-per-use model. Can I upgrade from my existing membership to another BEI License? Yes, you can upgrade at any time to access additional tools, resources, and advanced planning capabilities. Contact us if you’d like help upgrading your membership. Is certification free or discounted with a membership? The CExP™ certification program, AExP™ series, and BEI Exit Planning Bootcamp are discounted for all License levels, offering an affordable way to enhance your credentials. Additionally, we offer member discounts on other training modules and materials. Discounted training and certification can be purchased from the Education & Training area of the membership center. How does the cost of a BEI License compare to its value? A BEI License is an investment in growing your practice. With tools, resources, and expertise helping you create high-value plans, attract clients, and generate consistent revenue, a BEI License quickly pays for itself. Many advisors offset the cost through plan design fees, new client acquisition, and enhanced client retention, ensuring a strong return on your investment. Can I talk to someone about a client situation? Yes! Our Client Success team is here to guide you through Client Engagement, Plan Design, and Delivery. From initial consultations to ongoing support, we’re committed to helping you achieve the best outcomes for your clients. Have additional questions? Start a dialogue with an Exit Planning expert at BEI Speak to a real person. Give us a call or email us! We have real people who’d love to chat with you. OFFICE HOURS Monday – Friday: 8am – 5pm MST (we honor major US holidays) CALL DURING OFFICE HOURS 303-321-2242 Toll free: 888-206-3009 EMAIL ANYTIME General info: info@exitplanning.com Support: support@exitplanning.com More from BEI Articles Advisor’s Guide to Entering the Exit Planning Marketplace Core Insights Breaking Through: How to Overcome Barriers in the Exit Planning Market Last week, we explored the common roadblocks advisors face when introducing business owners to the Exit Planning… The Strategic Role of Insurance Advisors in Owner Based Business Planning Using Insurance to Protect and Grow Business Value Insurance professionals may not always be seen as the first stop for business owners seeking long-term guidance—but their deep, ongoing client relationships… Why Business Owners Delay Exit Planning The Real Reason Owners Delay Exit Planning—and How to Break Through Many owners assume that planning for their exit begins once they’ve decided to leave. But the reality is that… Load More More articles More Professional Insights from BEI Exit Planning Articles More Articles

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Business Exit Planning Solutions Helping advisors grow with Exit Planning since 1996. At BEI we equip business advisors with the tools, training, and support they need to lead successful Exit Planning engagements. Whether you’re guiding owners through their transition or expanding your advisory services, our solutions are built to help you grow. Book a Demo Explore Membership Options Driving Real Results for Advisors and Their Business Owner Clients 1.5x Avg Business Value Growth $750B In Owner Exits Facilitated 25+ Years of Industry Leadership Expert Webinars Professional Networking Branded Marketing Owner Assessments PlanIt for OBP PlanIt for Exit Planning Membership That Grows With Your Practice. Each of our four membership tiers unlocks a curated set of tools and resources designed to help you deepen client relationships, scale your expertise, and deliver measurable results. Whether you’re just starting with exit planning or managing a growing book of clients, there’s a plan built for you. Book a Demo Membership Options for Every Advisory Practice Designed to match the goals of both you and your business owner clients, from foundational networking and support to advanced Exit Planning tools. Chapter Network and collaborate with a diverse group of advisors Marketing Develop your brand into an Exit Planning authority Owner Based Planning Discovery to solutions in just three meetings Exit Planning A premiere suite of tools and resources for Exit Planning advisors Trusted by Leading Organizations Top-performing insurance and financial professionals use BEI’s industry-leading tools for Exit Planning and Owner Based Planning to deepen advisor-client relationships, uncover planning opportunities, and drive revenue. Explore Memberships Get Certified Whatever Your Role, We’ve Got You Covered We designed our tools and services to support you no matter what your profession or offering. From Owner Based Planning to Exit Planning to Value Drivers, we’re helping advisors like you grow faster, serve better, and stand out. Book a Demo Become a Member Get Your CExP™ (Certified Exit Planner) Credential with BEI The CExP™ designation for business advisors begins with the industry’s most advanced training to help you become a confident and capable Exit Planning professional. And we won’t leave you hanging—after certification we provide ongoing education plus valuable membership options to support your practice as it grows. Learn more Speak to a real person. Give us a call or email us! We have real people who’d love to help you find the best solutions for your advisory practice. OFFICE HOURS Monday – Friday: 8am – 5pm MST (we honor major US holidays) CALL DURING OFFICE HOURS 303-321-2242 Toll free: 888-206-3009 EMAIL ANYTIME General info: info@exitplanning.com Support: support@exitplanning.com More Professional Insights from BEI Exit Planning Articles More Articles

Pacific Life

Exclusive Training & Planning Benefits with BEI From Discovery to Revenue in Just Three Meetings As a valued Pacific Life advisor, you have access to exclusive offers from BEI, the leader in Owner Based Planning and Exit Planning solutions. Whether you want to sharpen your planning skills, grow your client base, or identify more insurance opportunities, we’ve built a streamlined approach to help you get there. Book a Demo What is Owner Based Planning? Owner Based Planning (OBP) is a proactive, strategic framework that helps advisors guide business owners through building value, minimizing risk, and ensuring continuity. OBP offers a holistic approach to help business owners strengthen their operations and secure their legacy—providing insurance advisors with a structured process to identify and capitalize on sales opportunities earlier in the planning process— in just three meetings. Book a Demo Why Insurance Advisors Need Owner Based Planning Exit Planning 0 + months Owner Based Planning 0 weeks Engage Business Owners Early: Use OBP to open up budgeting and protection needs discussions within just three meetings. Accelerate Sales Opportunities: Move quickly from initial discovery to presenting tailored insurance solutions. Differentiate Your Services: Evolve above and beyond traditional pipelines by leveraging strategic planning. Generate More Revenue: Unlock larger sales through a process culminating in your products and services in addressing business owner goals. How OBP Supports You 1. Training & Onboarding Start strong with structured training and a guided 90-day coaching experience to help you confidently integrate Owner Based Planning into your practice. 2. Plan Design Resources Access customizable tools, including PlanIt—our advanced planning software—and receive expert guidance to uncover owner goals and deliver comprehensive, actionable recommendations including insurance solutions. 3. Ongoing Support Continue growing with dedicated Customer Success resources and a network of planning experts to support implementation and long-term success. Exclusive Pricing for Pacific Life Advisors Talk to a BEI representative about exclusive pricing and how you can getstarted with Owner Based Planning. Book a Demo Speak to a real person. Give us a call or email us! We have real people who’d love to chat with you. OFFICE HOURS Monday – Friday: 8am – 5pm MST (we honor major US holidays) CALL DURING OFFICE HOURS 303-321-2242 Toll free: 888-206-3009 EMAIL ANYTIME General info: info@exitplanning.com Support: support@exitplanning.com More Professional Insights from BEI Exit Planning Articles More Articles

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