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Unlock the ultimate Exit Planning resource hub Supercharge your Exit Planning advisory business with cutting-edge tools, tailored strategies, and unmatched resources and support. Deliver exceptional Exit Plans and exceed client expectations Empower business owners to successfully exit their businesses leveraging tools, resources, and strategies from the best in Exit Planning. Sign up now BEI Exit Planning License gets you: Exit Planning Software Create detailed, customized Exit Plans with pre-built recommendations and interactive deliverables. Flexible Reporting Options Create drafts for every stage of Exit Planning, from proposal through exploration and implementation. Advisor Collaboration Tools Work seamlessly with other advisors to ensure strategy alignment and effective execution. Personalized Plan Reviews Get expert feedback to enhance the quality and impact of your client Exit Plans. Deliver value consistently and effortlessly Discovery & Assessment ToolsSimplify the process of uncovering client goals and challenges with easy-to-use assessments tailored for business owners. Personalized Client Reports & ProposalsCraft professional, tailored reports that clearly outline goals, strategies, and actionable next steps for your clients. Help them visualize their path forward with clarity and confidence. The industry standard Exit Planning platform included with every BEI Exit Planning License Access intelligent Exit Planning software that lets you develop customized Exit Plans using your expertise or draw from an extensive library of battle tested recommendations. Speak with us Sign up now Deliver value consistently and effortlessly Stay top-of-mind with a professional email newsletter tailored to your clients’ needs. Automatically distributed on your behalf to an unlimited number of clients, it keeps your brand visible while delivering actionable, relevant insights. Premiere Benefits of a BEI Exit Planning Membership For advisors ready to become an expert in Exit Planning and exceed client expectations Everything in Chapter and Marketing Licenses PLUS:✓ PlanIt Software Platform✓ Interactive deliverables✓ Flexible reporting options✓ Advisor collaboration tools✓ Personalized Exit Plan reviews Monthly Annually Save 20% $1,000 Choose this plan $10,000$12,000 Choose this plan More Plans Why Choose the Exit Planning License? The BEI Exit Planning License takes your advisory practice to the next level – providing the expert tools and top-level resources you need to create, execute, and deliver exceptional Exit Plans. Speak with us Sign up now Level up your advisor business Build CredibilityElevate your reputation with business owners through polished, branded content and actionable deliverables. Save TimeStreamline client engagement, planning, and marketing processes to focus on what matters most: building relationships and solving problems. Enhance CollaborationLeverage the expertise of other advisors, connecting with like-minded professionals worldwide to address complex client needs. Drive ResultsDeliver customized solutions that help business owners achieve their personal and financial goals with confidence. Sign up now Exit Planning License FAQ What makes the Exit Planning License unique? The Planning License includes everything in the Marketing and Chapter Licenses plus advanced tools like PlanIt, the leading Exit Planning software platform for creating personalized, actionable Exit Plans. How does the PlanIt Software Platform work? PlanIt simplifies Exit Planning with phased deliverables and a vast library of pre-built recommendations. When you sign up for a BEI Planning License, you’ll be able to log in to the platform for exclusive access to the Exit Planning software and advisor collaboration tools. Can I use the Exit Planning License for collaborative projects? Yes, you can seamlessly collaborate with other advisors to create cohesive, high-impact plans for your clients. What kind of support is included? The Planning License includes personalized guidance from BEI’s Client Success team, ensuring you get the most out of the tools. Can I upgrade from another license to the Exit Planning License? Yes, you can upgrade from another license at any time to access additional tools, resources, and advanced planning capabilities. Contact us if you’d like help upgrading your membership. Can I get a PlanIt trial account? Currently, we do not offer trial accounts. Contact us for a personalized demo and to learn more about how PlanIt can meet your needs, ensuring you achieve your advisory goals with confidence. Have additional questions? Start a dialogue with an Exit Planning expert at BEI Speak to a real person. Give us a call or email us! We have real people who’d love to chat with you. OFFICE HOURS Monday – Friday: 8am – 5pm MST (we honor major US holidays) CALL DURING OFFICE HOURS 303-321-2242 Toll free: 888-206-3009 EMAIL ANYTIME General info: info@exitplanning.com Support: support@exitplanning.com More from BEI Articles Maximize Business Value with Owner Based Planning In today’s dynamic business environment, strategic planning is more critical than ever. Owner Based Planning provides a robust framework that guides clients toward sustainable success. This approach focuses not only… Exit Planning Is a Whole-Person Journey How to recognize and respond to the emotional roadblocks owners face when planning their exits. Most advisors know this moment well: a business owner says they want to exit on… Advisor’s Guide to Entering the Exit Planning Marketplace Core Insights Breaking Through: How to Overcome Barriers in the Exit Planning Market Last week, we explored the common roadblocks advisors face when introducing business owners to the Exit Planning… Load More More articles

Owner Based Planning Discovery to revenue-generating solutions in three meetings with Owner Based Planning Book a Demo Position yourself as a trusted partner in Owner Based Planning Designed to build value today and prepare for tomorrow, the Owner Based Planning License equips advisors with a proven process to help business owners achieve growth, minimize risk, and plan for the future. Sign up now BEI Owner Based Planning License gets you: Proven Planning Framework Help business owners achieve their goals through a structured process. Expert Collaboration Teams Collaborate with a powerhouse of expertise to deliver exceptional results. Tailored Recommendations Deliver actionable, owner-centric solutions with written recommendations. Owner Based Planning for business owners Guide business owners to their goals with a structured process focused on three key areas. Build Business Value Increase profitability, enhance operations, and develop leadership. Minimize Risk Protect against financial, legal, and operational vulnerabilities. Ensure Continuity Secure the future with strategies for business longevity and seamless transitions. Who we are ✓ Business consultants with 25+ years of planning experience✓ Over 10,000 successful business transitions✓ Your trusted business planning partner Speak With an Expert from Our Team About OBP Owner Based Planning License Transform your practice and help business owners achieve success ✓ Owner Discovery & Assessment ✓ Personalized Recommendations ✓ Value Driver Strategies ✓ Access to Expert Advisory Teams ✓ Implementation Action Plan ✓ PlanIt for Owner Based Planning Monthly Annually Save 20% $750 Choose this plan $6,500$9,000 Choose this plan More Plans Recommendation Examples Owner Based Planning empowers advisors with the tools and resources to provide tailored recommendations that enhance business operations, safeguard key assets, and create a foundation for long-term success. Building Value Non-qualified deferred compensation Cash flow growth strategies Management development Management transition roadmaps Minimizing Risk Personal insurance Personal financial plan revisions Personal asset protection Key person life insurance Ensuring Continuity Stay & continuity bonus programs Business asset protection Buy-out or buy-back deals Insurance-funded Buy-Sell Agreements How OBP Supports You 1. Training & Onboarding Start strong with structured training and a guided 90-day coaching experience to help you confidently integrate Owner Based Planning into your practice. 2. Plan Design Resources Access customizable tools, including PlanIt—our advanced planning software—and receive expert guidance to uncover owner goals and deliver comprehensive, actionable recommendations including insurance solutions. 3. Ongoing Support Continue growing with dedicated Customer Success resources and a network of planning experts to support implementation and long-term success. Owner Based Planning License FAQ What is the Owner Based Planning process? The Owner Based Planning process is a comprehensive framework for business advisors like you, that guides you through discovery of business owner objectives, creation of a custom assessment based on business owner goals, and the delivery of personalized, actionable recommendations to achieve growth, minimize risks, and ensure continuity for their business. Additionally, OBP includes resources that allow you to build out your advisor team and track progress of your OBP Plan over time. How does the Owner Based Planning License differ from other BEI Licenses? Unlike other BEI licenses that primarily emphasize exit or succession planning, the Owner Based Planning License is designed for owners who are not yet ready to transition but want to build value and prepare for long-term success. What types of recommendations will I receive? From growth strategies to risk mitigation and continuity planning, you’ll receive comprehensive and actionable recommendations for business owners. Who are the expert teams involved in the process? As an OBP Advisor, you have the option to collaborate with Kalamath Consulting Group (strategic planners), Dinsmore (legal), Charter Capital Partners (M&A), and LaGrey (M&A). Have additional questions? Start a dialogue with an Exit Planning expert at BEI Speak to a real person. Give us a call or email us! We have real people who’d love to chat with you. OFFICE HOURS Monday – Friday: 8am – 5pm MST (we honor major US holidays) CALL DURING OFFICE HOURS 303-321-2242 Toll free: 888-206-3009 EMAIL ANYTIME General info: info@exitplanning.com Support: support@exitplanning.com More from BEI Articles Exit Planning Is a Whole-Person Journey How to recognize and respond to the emotional roadblocks owners face when planning their exits. Most advisors know this moment well: a business owner says they want to exit on… Advisor’s Guide to Entering the Exit Planning Marketplace Core Insights Breaking Through: How to Overcome Barriers in the Exit Planning Market Last week, we explored the common roadblocks advisors face when introducing business owners to the Exit Planning… The Strategic Role of Insurance Advisors in Owner Based Business Planning Using Insurance to Protect and Grow Business Value Insurance professionals may not always be seen as the first stop for business owners seeking long-term guidance—but their deep, ongoing client relationships… Load More More articles

Drive client engagement with a BEI Marketing Membership Develop your advisory brand into an Exit Planning authority and become an industry thought leader. Drive client engagement with unrivaled Exit Planning marketing tools Boost your brand message with customizable, professional outreach to attract leads, deliver targeted content, and engage high quality clients. Sign up now BEI Marketing License gets you: Branded Marketing Materials Engage business owner clients with professionally designed, customizable materials featuring your brand. Automated Content Distribution Deliver timely and relevant Exit Planning content directly to your subscribers. Discovery & Assessment Tools Attract high-value leads with custom assessments and landing pages. Client Proposals and Action Plans Energize client engagements with clear and compelling, data-driven proposals. Your brand here Infuse your brand identity into a premium catalog of Exit Planning materials—for online publication or printed collateral—designed to showcase your expertise and inspire trust among current and future clients. Sign up nowSpeak with us Deliver value consistently and effortlessly Stay top-of-mind with a professional email newsletter tailored to your clients’ needs. Automatically distributed on your behalf to an unlimited number of clients, it keeps your brand visible while delivering actionable, relevant insights. Find your client’s ideal exit Leverage digital discovery tools and assessments to help you connect with business owners, uncover challenges, and drive conversations forward, boosting your revenue potential. Sign up nowSpeak with us Exclusive benefits of a BEI Marketing Membership For advisors ready to kickstart their Exit Planning offering Everything in Chapter Membership PLUS:✓ Branded client engagement materials✓ Automated content✓ Online assessments✓ White-label landing pages✓ Data-driven proposals✓ Custom action plans $ 500 Choose this plan Monthly Annual $ 500 $4,800$5,760 Save 20% when you join annually

Network with Exit Planning Advisors Across Industries Grow your Exit Planning business alongside a powerful mix of professional advisors. Collaborate with the best in Exit Planning Cultivate your Exit Planning expertise, gain valuable resources, and increase your visibility as a business advisor under a structured forum curated by BEI Chapter Leaders in concert with Exit Planning experts at BEI. Find a Chapter in Your Region BEI Chapter License gets you:​ Community Connect and cultivate your expertise with a diverse network of Exit Planning advisors across specialties. Trusted Resources Share case studies and resources in a time-tested framework to offer your clients more value. Visibility & Branding Extend your business reach and elevate your standing locally, regionally and nationally. Revenue Generation Leverage referrals and insights from Exit Planning leaders to expand your practice and grow business revenue. Join a BEI Chapter in your market BEI Chapter Members represent the most active and engaged professionals in Exit Planning. Become a BEI Chapter Member to gain invaluable, revenue-enhancing resources and elevate your standing among business advisors in your region. Sign up now All the benefits of a BEI Chapter Membership For advisors wanting to connect with a diverse group of Exit Planners ✓ Local Chapter Membership ✓ Monthly Chapter meetings ✓ Revenue generating collaboration ✓ Diverse advisor network ✓ Referrals from Exit Planning peers ✓ Insights from trusted business advisors ✓ Member Directory$ 500 Choose this plan Monthly Annual $250 $2,400$3,000 Save 20% when you join annually

BELAY has the right person ready to help you grow your business – without the added stress of having to do everything on your own. A 100% remote leading virtual staffing solutions company, BELAY was established in 2010 and since then, we’ve won countless awards for our culture and employee satisfaction. Our proprietary matching process pairs our clients with contractors who are accepted by standards more rigorous than Harvard’s, only accepting just over 3% of those who apply! Contact Lisa Seal – Lisa.Seal@belaysolutions.com https://belaysolutions.com   Since 2000, CSG Partners has helped hundreds of middle-market companies structure, finance, and close leveraged ESOP transactions. Recognized for its analytics-focused process and pioneering capital markets capabilities, CSG has garnered over 40 Firm & Deal of the Year honors in the past decade alone. When your clients prioritize tax-efficiency and legacy preservation, employee ownership may be the best strategy.   Contact: https://info.csgpartners.com/bei  Growth-Drive is a business advising platform with all the software, training, and resources you need to win client engagements and deliver growing profits and transferable value. Access a wide range of marketing, strategic capacity analysis, client deliverables, and project execution assets. Ready to take your advising business to the next level? Get started with Growth-Drive today – it’s easy, with plans starting at free. Contact George Sandmann today!  https://www.growth-drive.com/  support@growth-drive.com.com Since entering the marketplace, Metlife has provided financial security through structured settlement annuities, which has proven to provide a variety of benefits when used as part of an Exit Plan. Clients look to Metlife for our expertise and ability to create customized, tailored solutions. Contact: https://www.metlife.com/retirement-and-income-solutions/structured-settlements/ Dinsmore & Shohl LLP has a nationwide team of more than 750 attorneys who are trusted advisers to some of the world’s leading businesses—including many in the Fortune 500—as well as institutions, associations, governments, professional firms and individuals. Clients count on Dinsmore to offer high-quality, commercial, cost-effective advice. The caliber of Dinsmore’s clear, concise counsel is steadily expanding its client base and fueling the firm’s position as one of the fastest growing in the country. Contact Jim Carlisle today! Business and Legal Advisors is a business consulting firm specializing in the design and implementation of strategic and integrated business plans for start-ups and small to midsize entities to successfully combine the company and personal objectives of the owners and executives. Contact:info@businessandlegaladvisors.com

CExP™ Certification Renewal​ Renew your CExP™ certification to stay current, credible, and compliant. Pay Renewal CExP™ Renewal Requirements at a Glance Requirement Details Annual Fee $200 per year (waived in year of initial certification) Continuing Education (CE) 30 credit hours required every two years CE Reporting Period Even or odd years, based on initial certification year Accepting CExP™ Continuing Education (CE) submission and 2025 renewal payment. Scroll down for Submission Requirements Download BEI Submission Spreadsheet Here 2024 BEI Exit Planning Conference Videos​ $995.00 Experience the Best of the 2024 BEI National Conference The 2024 BEI National Conference brought together leading minds, forward-thinking advisors, and successful entrepreneurs from across the business planning industry. Whether you missed the event or want to revisit the insights, these recordings give you on-demand access to the conversations and strategies that are shaping the future of exit planning. Purchase BEI CExP™ Continuing Education Requirements To maintain your Certified Exit Planner™ designation, you must complete a total of 30 credit hours of continuing education (CE) within each two-year reporting period. This ensures you stay up to date with the latest strategies, tools, and ethics in Exit Planning. Important Dates All CExP™ designation holders must renew their certification each year by paying the $250 annual renewal fee. Deadline:The renewal fee is due by January 31. Renewals submitted between February 1 and March 31 will incur a $50 late fee. If your renewal is not received by March 31 your designation will be suspended. Submission Details If you submit your CE in EVEN-NUMBERED years, click the “Submit CE Programs” button to submit programs you’ve attended. CE submissions via email will not be accepted. The submission form is required and we ask that you submit all programs at one time, if possible. CE Submission Period The deadline for those who report CE in EVEN YEARS to submit all required CE programs for credit is December 31. You must accrue 30 credit hours of CE programming in each two-year CE reporting period. At minimum, 15 of those credit hours must come from BEI educational programs. A maximum of 15 credit hours may come from other education providers if the programs are connected to Exit Planning for business owners (e.g., retirement planning, business valuation, business transactions). You may submit programs that you attended in 2023 and 2024 BEI CExP™ Continuing Education Qualifying Programs Earning CE Credits Without a BEI Membership If you are not a BEI Member but would like to complete BEI educational programs for CExP™ Continuing Education (CE) credits, you have access to qualifying programs. CExP™ Continuing Education Qualifying Programs 2025 BEI National Conference (September 23–24, 2025) 2024 BEI National Conference – purchase videos for $995– 15 credits 2023 BEI National Conference – purchase videos bycontacting Client Success – 15 credits Pre Conference Workshops (in-person only) – 6.5 credits BEI Owner Based Planning Training – 7 credits BEI Chapter Membership (formerly Associate Membership) – Up to 1 credit per month during the reporting period BEI Training Videos available to qualified members at ExitPlanning.com – 50 minutes = 1 creditVideo titles and durations must be submitted via the CE submission form. All CE submissions are subject to review and approval. You will be notified within 30 days if additional information is required. Questions?If you have questions about CExP™ continuing education, BEI training, or certification renewal, pleasecontact BEI Client Success.

Grow & Learn Training & Certification Advanced Exit Planning Series Gain essential knowledge for delivering comprehensive Exit Planning services to business owners 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. Advanced Exit Planning Series Discounts available for members $4,000.00 Add to Cart May- June2025 Sessions: May 1st, May 15th, May 29th, June 12th, June 26th. 12pm-2pm ET/ 10am-12pm MT Register SEPTEMBER- NOVEMBER 2025 12:00PM-2:00 PM ET Register Enhance your Exit Planning Knowledge 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. Register

Grow & Learn Training & Certification Boot Camp For Advisors Engage in deeper and more meaningful conversations that truly engage owners using the topic at hand. Develop your Exit Planning Knowledge Foundation 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. Select Course Boot Camp For Advisors Self Study Course Discounts available for members $1,495.00 Add to Cart April 2025 Boot Camp April 21st-April 25th from 3-5pm ET/ 1-3pm MT Select Course September 2025 Boot Camp September 8th- 12th from 12pm-ET  Select Course