Login

Book a Demo
Home / Programs / CExP™ Certification

The CExP™ Roadmap: A Structured Path to Exit Planning Certification

Earn the premier professional designation for exit planning advisors through our proven three-stage training and certification pathway.

Book A Demo
Learn More

A Clear Path to Exit Planning

Developed over 25+ years of working with thousands of advisors, the CExP™ pathway represents the gold standard in exit planning certification. You’ll learn not just what to do, but how to do it—with practical tools, templates, and methodologies you can implement immediately.

Start Your Journey​

2,000+

Trusted Advisors

25+

Years in Exit Planning

4k+

Advisory Plans Supported

Trusted by leading advisors and partner organizations

Your Certification Journey​

Three progressive stages designed to build comprehensive exit planning expertise

01

Foundation Building

Start with the Exit Planning Boot Camp to master core concepts, frameworks, and the BEI methodology.

02

Advanced Strategies

Complete the Advanced Exit Planning Series (AExP) to deepen expertise in complex deal structures and implementation.

03

Certification Achievement

Pass the CExP™ Designation Exam and join the elite community of certified exit planning professionals.

Complete BEI Training Roadmap​

Three progressive investments that build upon each other to deliver comprehensive certification

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

What You’ll Get:

  • BEI Seven Step Exit Planning Process™
  • Real-World Case Studies
  • Frameworks & Templates
  • Completion Certificate
  • CE Credit Available
Purchase Now

Advanced

Advanced Exit Planning Course

$4,000

  • Estimated 30+hours
  • Virtual on Demand
  • 1 Year Completion

Training on complex deal structures, tax strategies, and continuity planning

What You’ll Get:

  • Deeper expertise in advanced Exit Planning
  • Valuation tools and planning frameworks
  • Real-world case studies
  • Certificate of completion
  • CE Credit Available

Prerequisite: Bootcamp completion.

Purchase Now

Advanced

CeXP™ Certification Exam

$1,795

  • Estimated 15+hours
  • Virtual on Demand
  • 1 Year Completion

Case-based credentialing exam to earn the Certified Exit Planner credential.

What You’ll Get:

  • Comprehensive certification examination
  • CExP™ professional designation rights
  • Official certification seal and badge
  • Listing in BEI certified advisor directory

Prerequisite: Bootcamp & Advanced Exit Planning Course completion.

Purchase Now

Completion times may vary by individual

Purchase Full Package

There's More After Certification

Your CExP™ designation is just the beginning. BEI Membership provides ongoing tools, resources, templates, and community support to help you continuously grow your business and exit planning practice.

Explore Membership Benefits
Renewal Information

Related Resources

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.