For over three decades, BEI has equipped advisors with the knowledge, tools, and community to help business owners build transferable value and achieve successful exits.
Become the Advisor of the Future at the BEI Exit Planning Conference 2026, Sep 28-30!
Clients who are selling a business or associated real estate property are likely looking for tax-efficient strategies to potentially reduce their taxes on their sale proceeds. This webinar dives deep into MetLife’s Structured Installment Sale solution highlighting the benefits for both sellers and buyers, including guaranteed periodic payments, tax-efficiency, and financial protection for sellers and administrative ease for buyers. We’ll share some case examples of various business sales and explain the mechanics of our solution. You will leave our webinar with an expanded toolkit of solutions to help enhance buyer-seller transactions.
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.
