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BEI Programs to Support Every Stage of Business and Exit Planning

Whether you’re helping owners build value today or prepare for a future transition, BEI provides the structure, support and credibility to deliver business and exit planning with confidence.

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Our Planning Tracks

BEI supports advisors across two complementary planning approaches

Owner Based Planning

Pre-exit value growth and operational readiness. Build company value for business owners before transition is on the table.

  • Maximize business growth over time
  • Build company value
  • Prepare for future transition opportunities

Exit Planning

Transition ready and structured exit process. Help businesses navigate ownership transition with clarity and confidence

  • Structure and execute transition strategy
  • Enable clear communication and process discipline
  • Ensure owner's personal and financial goals
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2,000+

Trusted Advisors

25+

Years in Exit Planning

4k+

Advisory Plans Supported

Trusted by leading advisors and partner organizations

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Build, certify and scale your business and exit planning practice.

Training

Comprehensive training programs that build planning expertise at every level.

Who this is for: New advisors or those expanding their business or exit planning practice
Best for: Getting started with structured planning or advancing skills
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Memberships

Membership options that provide access to training, expert support, tools, and a professional peer community.

Who this is for: Advisors ready to scale their Business and Exit Planning delivery.
Best for: Delivering professional plans with an all-in-one platform.
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CExP™ Credential

Developed over 25+ years, the gold standard credential that establishes credibility as an exit planning professional.

Who’s this for: Advisors ready to formally advance in the exit planning progression.

Best for: Demonstrating recognized expertise and professional standing in exit planning.
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CE & Renewal

Continuing education and renewal options that help you maintain your CExP™ certification and stay current in business and exit planning.

Who this is for: Advisors ready to scale their planning delivery

Best for: Maintaining your certification with required continuing education.

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Success Stories

What Advisors Say About BEI

Hear from professionals who’ve transformed their practice with BEI’s exit planning methodology

"The major benefit that BEI has brought to me is process. Each professional knows his or her aspect of exit planning, but none know how to put it all together. BEI provides the orderly process that ensures the many issues that arise, some very painful for business owners, are addressed in the right context at the right time by the right people."
Andrew Karlen
Andrew KarlenCExP, Attorney
“Since joining BEI, the business exit portion of my business has been very exciting and it has been growing. The cases I have now are much more interesting, and the intentional process is very important because without a process it’s very hard to move forward. BEI’s approach makes you stand out because it’s well prepared and thorough. I never thought that in a couple of years I’d be able to hold events and answer questions without thinking twice about it.”
Thomas Dogas
Thomas DogasFinancial Advisor
"For me, the BEI chapter network is a way to build my own advisory group by finding trusted advisors who know the things I don’t and can bring value to my clients. Each meeting has an educational component and a case study, so you not only get to know people but also see how they think and how they can help your clients. Learning about the business owner and finding out what they truly want keeps me invested in working with BEI."
Rachel Presedee
Rachel PresedeeAttorney
"I have been a member of BEI for 12+ years, and during that time the resources, training, and insights provided by BEI have enhanced my practice immeasurably as I have sought to serve clients. The newsletters, white papers, assessments, AExP training, conferences, technical webcasts, local chapters, and much more have all elevated our game in a way I couldn’t have predicted"
David Tolson
David TolsonBusiness Advisor

Frequently Asked Questions

Get answers to common questions about BEI’s programs and methodology

Business exit planning is a proactive process that helps business owners grow business value and prepare for a future transition, whether that exit is soon or years away. It aligns business, financial, and personal goals to build a stronger, more transferable company. Any owner who wants to increase value, reduce risk, or eventually transition their business can benefit from exit planning, from those preparing for a sale to those focused on long-term growth and continuity.

No. Certification is not required to use BEI’s tools or deliver business and exit planning services. Many advisors, however, choose to pursue the CExP™ credential to strengthen their credibility and deepen their expertise.

No. BEI serves advisors, attorneys, CPAs, insurance providers, consultants, and financial professionals who work with business-owner clients. It is for professionals who want a clear, credible way to guide owners through business transitions and value growth.

The CExP™ certification is designed for advisors who want a deeper, more hands-on approach to business and exit planning. While CEPA provides a strong educational foundation, the CExP™ focuses on practical application using BEI’s proven planning processes, tools, and advisor support. CExP™ credential holders learn not only the concepts of exit planning, but how to implement a repeatable planning process with real clients.

Access enterprise-grade planning software, proven templates, and ongoing support—everything you need to deliver exceptional business planning efficiently.

The full certification pathway can be completed in as little as three months, depending on your pace. Each stage—Boot Camp, advanced exit planning (AExP), and CExP™— has generous completion windows, with most advisors having up to a year to finish the program.

Full access to BEI’s tools comes with membership, but we do offer training programs that don’t require joining. The best way to explore your options is a conversation with our team—we’ll help you determine the right starting point.

Let's Find the Right Business Planning Solution for You

Whether you’re just getting started or ready to scale, we’ll help you choose the perfect program.

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