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
Exit Planning Boot Camp
Exit Planning foundations-
Four days of intensive virtual training
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Learn the fundamentals of BEI’s proven Exit Planning process
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Gain confidence in marketing Exit Planning to clients and prospects
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Use expert tools to engage business owners and drive next steps
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Create customized, actionable Exit Plans
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Lead or collaborate within a multidisciplinary advisor team
Advanced Exit Planning Series (AExP)
Expand your Exit Planning knowledge-
Builds on concepts introduced in the Exit Planning Bootcamp
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14 flexible virtual sessions that deepen your planning expertise
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Explore advanced topics—from business continuity to estate planning strategies
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7 interactive case study sessions to apply concepts with peers
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Integrated assessments to reinforce and measure your progress
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Practical, real-world strategies to enhance client outcomes and grow your practice
CExP™ Designation Exam
Put your knowledge to the test and earn your certification-
Nationally recognized CExP™ (Certified Exit Planner) credential
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Deepen business-owner client relationships
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Transition from product sales to strategic advising
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Reinforce your role as a thought leader in Exit Planning
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 jouney.
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.
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 role of Exit Planning. With proper preparation, its future could have been secured, preserving its cultural significance. Can Sam Wo’s story inspire businesses to protect their legacies?
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
