Exit Planning on Your Turf
We give you the best Exit Planning education you want and need, at the place and time most convenient for you. We understand it is not always easy — or feasible — to travel, but that doesn't mean learning more about Exit Planning has to be difficult! We bring Exit Planning knowledge and training right to your doorstep.
A BEI representative can speak to your advisor team, your business-owner clients, or at your next company event. Our speakers’ expertise as thought leaders in the Exit Planning industry is unparalleled. They will provide you with the in-depth, comprehensive information you are looking for on the relevance of Exit Planning to your organization and to business owners, and the opportunity it offers for business advisors.
We tailor each speaking engagement to meet your specific needs and requirements, ensuring all attendees walk away with a complete understanding of the importance and benefits of Exit Planning as it pertains to them.
Private Boot Camp
Educate your advisor team on the Exit Planning process right in your own community. Train the support team you need to take advantage of all that Exit Planning has to offer.
Business Advisor Presentation
Help your business advisors understand the opportunity in Exit Planning, and how to start incorporating it within their current practice. Now is your time to get involved.
Business Owner Presentation
It is never too early to engage business owners on the topic of Exit Planning. Help business owners understand what Exit Planning will do for them and their businesses, while putting yourself in front of them as the go-to Exit Planning expert.
Learn more about how Exit Planning education and training can help you and your firm.
More than 200 organizations have hosted a BEI Speaking Engagement, and the list keeps growing. They’ve strengthened their Exit Planning knowledge and process. Now, it’s your turn!