Exit Planning Boot Camp – April 2024




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Registration closes the Friday prior to the start of Boot Camp. Those who register after 7 pm ET on that Friday will receive their login, enrollment, and course access information on the Monday morning of the first session.

Business owners want to work with advisors that can offer complete solutions to solve their challenges and meet their goals. At BEI, we want advisors to feel prepared for those conversations with clients. For over 25 years, we’ve helped thousands of advisors have deeper, more technical conversations through the knowledge gained in BEI courses.

Upon completing Exit Planning Boot Camp, you will be able to:

  • Effectively market Exit Planning services to existing and prospective clients.
  • Engage business owners using tools supported by factual next steps.
  • Create comprehensive, owner-centric Exit Plans.
  • Lead or participate in Exit Planning Advisor Teams.

Additional information


Exit Planning Boot Camp Livestream: April 29th- May 3rd from 12:30pm to 2:30pm ET