Advanced Exit Planning Series – February to May 2024


Discounts available for BEI Licensed Members.

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.


Categories: , Tag:


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.

Additional information


2024 Dates:

February 12 & 27 from 3:00 to 5:00 pm ET
March 12 & 26 from 3:00 to 5:00 pm ET
April 9 & 23 from 3:00 to 5:00 pm ET
May 7 from 3:00 to 5:00 pm ET
Make Up Session: May 21 from 3:00 to 5:00 pm ET