Build Expertise in Business & Exit Planning
Learn BEI’s proven methodology through hands-on training designed for advisors who want to deliver world-class planning to business owner clients.
World-Class Training That Transforms Your Practice
BEI’s training programs fundamentally elevate how you serve business owner clients. Our structured curriculum combines proven frameworks, real-world applications, and expert instruction to give you the confidence and competence to lead high-value business and exit planning engagements.
Choose Your Planning Track
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
2,000+
Trusted Advisors
25+
Years in Exit Planning
4k+
Advisory Plans Supported
Trusted by leading advisors and partner organizations
What You’ll Achieve Through BEI Training
Clear outcomes designed to strengthen how you plan, deliver and lead business and exit planning engagements.
01
A Repeatable Planning Framework
Gain a clear, end-to-end approach for business and exit planning that brings structure to complex client situations.
02
Consistent, Confident Delivery
Apply proven methodologies to deliver planning engagements with clarity, consistency and confidence.
03
Stronger Client Impact and Advisor Credibility
Gain a clear, end-to-end approach for business and exit planning that brings structure to complex client situations.
BEI’s Training Programs
We offer both foundational and advanced programs for business and exit planning. Choose the path that’s right for you.
Foundational
OBP Bootcamp
$1,495
- Estimated time: 6 hrs
- Virtual on Demand
- 60-Day Completion
Our training program covering BEI’s business value and growth practices
- Three Step Owner-Based Planning Process
- Discovery Guides & Engagement Tools
- Frameworks & Templates
- Completion Certificate
- CE Credit Available
Foundational
Exit Planning Bootcamp
$1,495
- Estimated time: 6 hrs
- Virtual on Demand
- 60-Day Completion
Our flagship training program covering BEI’s complete Exit Planning
- BEI Seven Step Exit Planning Process™
- Real-World Case Studies
- Frameworks & Templates
- Completion Certificate
- CE Credit Available
Advanced
CExP™ Planner
$7,290
- Flexible timing
- Virtual on Demand
- 1 year-completion
Our three-stage pathway to earning the CExP™ credential
- Foundational + advanced courses in exit planning
- Valuation tools and planning frameworks
- Real-world case studies
- CExP™ exam & certification
- CE credit available
What Advisors Say About BEI
Hear from professionals who’ve transformed their practice with BEI’s exit planning methodology
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.
Ready to Get Started?
Join the next Bootcamp and start delivering business planning within 30 days.