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.
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
Exit Planning Boot Camp is Part of BEI’s Proven CExP™ Training Path
Key Components of the CExP™ Roadmap:
1
Foundation Building
2
Advanced Strategies
3
Certification Achievement
World-Class Training That Drives Real Results
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.
More Professional Insights from BEI
Exit Planning Articles
Maximize Business Value with Owner Based Planning
In today’s dynamic business environment, strategic planning is more critical than ever. Owner Based Planning provides a robust framework that
Exit Planning Is a Whole-Person Journey
How to recognize and respond to the emotional roadblocks owners face when planning their exits. Most advisors know this moment
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
