Exclusive pre-conference workshops Sep 22
Early bird pricing through May 31!
Climbing Higher: Elevate Your Exit Planning Practice
At BEI National Exit Planning Conference 2025, we’re empowering advisors to reach new heights in their Exit Planning practices. This event will offer fresh insights, strategies, and tools—including new client offerings from BEI—that equip advisors to guide business owners through the Exit Planning process with greater confidence and clarity. From innovative solutions designed to deepen client engagement to resources that streamline implementation, you’ll gain new insights and leverage expert tools to elevate your Exit Planning or Owner Based Planning practice. Whether you’re in the driver’s seat or collaborating alongside your clients, you’ll learn how to navigate complex challenges, seize opportunities, and enhance your role as a trusted advisor.
This year’s pre-conference workshops include two tracks featuring exclusive case-studies:
- Owner Based Planning – Explore case-studies leveraging this strategic framework designed to help advisors guide business owners through building value, minimizing risk, and ensuring continuity.
- CExP™ – Take a deep dive into Exit Planning case studies and explore plan design and implementation with a mix of advisors across specialties.
Join us to climb higher together, unlocking the full potential of your practice and the businesses you serve.
We look forward to seeing you there!
