Courses
Expand Planning Solutions with Proven Techniques
As an advisor, you have the technical skills to assist business owners in some aspect of Exit Planning. However, with additional knowledge in Exit Planning, you’ll be better prepared to answer questions and identify planning opportunities with clients. With the process learned in BEI Courses, you can be proactive with clients and offer them more complete planning solutions to reach their goals.
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Exit Planning Boot Camp
$1,495
Discounts available for BEI Licensed Members. For more information on prerequisites and continuing education, check out our Training Program Details.
Registration closes the Friday prior to the start of Boot Camp. Those who register after 7 pm ET on that Friday will receive their login, enrollment, and course access information on the Monday morning of the first session.
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.
Exit Planning Boot Camp Livestream
June 12, 13, 14, 15, and 16
3:00 pm to 5:00 pm ET
Exit Planning Boot Camp Livestream
August 21, 22, 23, 24 and 25
12:30 pm to 2:30 pm ET
Advanced Exit Planning Series
$4,000
Discounts available for BEI Licensed Members. For more information on prerequisites and continuing education, check out our Training Program Details.
Completing the Advanced Exit Planning Series is critical to providing comprehensive Exit Planning services to the business owner community. The primary goal of the program is to provide you with information that will serve as a solid foundation for your professional Exit Planning endeavors, whether or not you plan to pursue a CExP™ designation.
Program Structure
All components of the Advanced Exit Planning Series program are delivered online via an education delivery platform. The training includes seven virtual calls where you will discuss concepts and case studies with other participants and fourteen modules that cover the following topics.
- Module 1: Setting Goals
- Module 2: Gap Analysis
- Module 3: Cash Flow and Business Value
- Module 4: Growing Value and Minimizing Taxes
- Module 5: Developing Key Employees
- Module 6: Minimizing Risk
- Module 7: Third-Party Sale Transactions
- Module 8: Selling to an ESOP
- Module 9: Transferring Ownership to Insiders
- Module 10: Transferring Ownership in a Family Business
- Module 11: Business Continuity for Co-Owned Businesses
- Module 12: Business Continuity for Solely-Owned Businesses
- Module 13: Estate Planning Techniques for Business Clients
- Module 14: Putting Together a Comprehensive Plan
Each module consists of components to review in order to demonstrate advanced Exit Planning knowledge. After completing the components for each module, you will be required to complete and pass a multiple choice exam covering the material presented.
Advanced Exit Planning Livestream
May 8
3:00 to 4:00 pm ET
May 25
June 8, 22, 29
July 13, 27
Make Up Session: August 10
3:00 to 5:00 pm ET
Advanced Exit Planning Livestream
August 28
12:30 to 1:30 pm ET
September 5, 19
October 3, 17, 31
November 14
Make Up Session: November 28
12:30 to 2:30 pm ET
Certified Exit Planner Designation
$1,795
Discounts available for BEI Licensed Members. For more information on prerequisites and continuing education, check out our Training Program Details.
Obtaining the BEI Certified Exit Planner (CExP) designation is the final step to building your knowledge of comprehensive Exit Planning advisor services for the business owner community. Through training and rigorous testing, CExP professionals demonstrate they are qualified to provide skilled and professionally executed Exit Planning services.
Is Exit Planning Certification appropriate for you and your practice?
- Do you represent business owner clients?
- Do you want additional knowledge to engage in planning and problem solving?
- Do you enjoy learning about and incorporating new planning techniques in your practice?
- Are you a thought leader within your profession?
The CExP Certification Process requires
- Openness to approaching planning to achieve the owner's goals
- Willingness to work with other professionals toward mutual solutions for the business owner's Exit Planning issues
- Allotment of time and resources
- Successful completion of exams and case studies
- Experience in representing business owners
The Advanced Exit Planning Series modules must be completed within the 12 months prior to taking the case study exams.