unlock success with exit planning in 2023

As a business advisor, you understand the importance of planning for the future. That’s why we’re excited to invite you to our upcoming webinar, where you’ll discover the latest tools and resources to help you seamlessly integrate Exit Planning into your practice. Led by Aaron Dube, BEI’s Practice Development Specialist with over 10 years of experience, you’ll learn:

  • Proven strategies to kickstart the discovery process
  • How to access to the latest tools and resources to build a relevant, client-focused Exit Strategy
  • Effective marketing techniques to attract new clients and retain existing ones
  • An introduction to EPIC™ Exit Planning Software and BEI license and training opportunities 

Don’t miss this opportunity to take your practice to the next level and become your clients’ most trusted advisor. Register today!

Event Schedule

Event Dates and Times