Grow & Learn

Training & Certification

Boot Camp For Advisors

Engage in deeper and more meaningful conversations that truly engage owners using the topic at hand.

Develop your Exit Planning Knowledge Foundation

Business owners want to work with advisors that can offer complete solutions to solve their challenges and meet their goals. At BEI, we want advisors to feel prepared for those conversations with clients. For over 25 years, we’ve helped thousands of advisors have deeper, more technical conversations through the knowledge gained in BEI courses.

Upon completing Exit Planning 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.

$1,495

** Discounts Available with Membership

February 2025 Boot Camp

February 3rd-February 7th from 12-2pm ET 

April 2025 Boot Camp

April 21st-April 25th from 12-2pm ET  

September 2025 Boot Camp

September 8th- 12th from 12pm-ET