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Exit Planning Certification - Boot Camp for Advisors & Consultants

Start your journey to becoming a Certified Exit Planner (CExP™) with BEI Exit Planning Boot Camp. This first step in the credential process gives advisors the tools, language, and technical expertise to engage business owners in deeper, more meaningful planning conversations.

Next BEI Exit Planning Boot Camp is September 8-12, 2025
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Exit Planning Boot Camp

Foundations of Exit Planning
$1,495
  • 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
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Next Exit Planning Boot Camp: Sep 8-12, 2025

Exit Planning Boot Camp is Part of BEI’s Proven CExP™ 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.
Learn More About CExP™

Key Components of the CExP™ Roadmap:

1

Foundation Building

Begin with 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.
Learn More About CExP™

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.

Plus, BEI members receive exclusive discounts on all training and certification—making it easier to continue your education, deepen your expertise, and grow your practice.

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