Planning Demo

Register for BEI’s upcoming webinar to get a live look into the planning software and BEI tools that make all the difference. Join us as we guide you through a live demonstration, providing a replicable process that you can use with your business owner clients, mapping their Exit Plan from beginning to end.

We will cover how to:  

  • Effectively market your Exit Planning practice & differentiate yourself to prospects.  

  • Leverage the EPIC™ Exit Planning Software to plan more efficiently for your clients. 

  • Determine which BEI Membership and training opportunities are right for you and much more!  

Register today and learn how to engage, enrich, and empower your business owner clients.  

Wednesday, January 25, 1:00pm ET.