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The Complete Business Exit Planning Toolkit Supercharge your Exit Planning advisory business with cutting-edge tools, tailored strategies, and unmatched resources and support–all included with a BEI Exit Planning Membership. 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 Membership 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. Streamlined client engagement tools 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 Membership 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 Advanced Exit Planning & Collaboration Tools Interactive Planning Deliverables Deliver actionable plans, including financial roadmaps and implementation schedules, that engage clients and their teams in the process.Advisor Collaboration Tools Coordinate seamlessly with other advisors involved in the planning process to ensure alignment and execution. 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 Memberships PLUS:✓ PlanIt Software Platform✓ Interactive deliverables✓ Flexible reporting options✓ Advisor collaboration tools✓ Personalized Exit Plan reviews $ 10,000 /yr Sign Up Now Explore All BEI Memberships Why Choose BEI Exit Planning Membership? The BEI Exit Planning Membership 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 advisory 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 Membership FAQs What makes the Exit Planning Membership unique? The BEI Exit Planning Membership includes everything in the Marketing and Chapter Memberships 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 Membership, 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 BEI Exit Planning Membership 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 BEI Exit Planning Membership includes personalized guidance from BEI’s Client Success team, ensuring you get the most out of the tools. Can I upgrade from another membership to the BEI Exit Planning Membership? Yes, you can upgrade from another membership 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

Expand Your Business Advisory Practice with Owner Based Planning BEI Owner Based Planning Membership was especially designed for insurance advisors, financial advisors, and other business planners wanting to offer more to their clients. Book a Demo Discovery to revenue-generating solutions in three meetings. Designed to build value today and prepare for tomorrow, the BEI Owner Based Planning Membership equips advisors with a proven process and software tools to help business owners achieve growth, minimize risk, and plan for the future. Sign Up Now BEI Owner Based Planning Membership 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 advisors Discover a direct path from your client’s goals to the solutions you can offer them. Building Business Value Increase profitability, enhance operations, and develop leadership. Minimizing Risk Protect against financial, legal, and operational vulnerabilities. Ensuring Continuity Secure the future with strategies for business longevity and seamless transitions. Who is BEI? ✓ 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 Membership 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$6500/yr Sign Up Now Explore All BEI Memberships Recommendations for Your Business Owner Clients BEI Owner Based Planning Membership 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. Here are some examples: 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. BEI Owner Based Planning Membership FAQs 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. Your BEI Owner Based Planning Membership includes resources that allow you to create OBP Plans, build out your advisor team, and track progress of your OBP Plans over time. How does the BEI Owner Based Planning Membership differ from other BEI Memberships? Unlike other BEI Memberships that primarily emphasize Exit Planning or succession planning, the BEI Owner Based Planning Membership is designed for advisors with business owner clients who are not yet ready to transition out 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 actionable recommendations packaged as a comprehensive plan for business owners. What is PlanIt for Owner Based Planning? PlanIt for Owner Based Planning, included with every BEI Owner Based Planning Membership, is a comprehensive web-based software platform that allows you to create owner assessments, deliver custom recommendations, and keep track of advisors you may be working with for each of your business owner clients. Have additional questions? Start a dialogue with an Exit Planning expert at BEI

Business Exit Planning Networking for Advisors & Consultants Grow your Exit Planning business by diving into real-world case studies in collaboration with a diverse group 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 Membership 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. All the benefits of a BEI Chapter Membership For advisors wanting to connect with and learn from 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 $2400/yr Sign Up Now Explore All BEI Memberships Interested in becoming a BEI Chapter Leader? BEI is seeking a diverse selection of Exit Planning thought leaders to helm BEI Chapters in locations across the US BEI Chapter Leaders represent the best in Exit Planning across the country.  As a BEI Chapter Leader, you’ll position yourself as a top resource in Exit Planning with exclusive access to BEI Exit Planning experts and comprehensive BEI Chapter Leader resources to curate monthly BEI Chapter meetings for a mix of skilled business advisors in your region. Become a BEI Chapter Leader BEI Chapter Membership FAQs What is the main purpose of a BEI Chapter Membership for business advisors? The BEI Chapter Membership connects you with a network of trusted advisors across industries to expand your visibility, expertise, and referral opportunities in Exit Planning. Who is eligible to join a BEI Chapter? Professionals across industries like legal, finance, insurance, and business consulting with an interest in Exit Planning can join. How are BEI Chapters different from other advisor networks? Unlike other networks that separate advisors based on specialty, every BEI Chapter is uniquely made up of a range of professionals across industries, ensuring a diverse set of experiences and insights. What happens in BEI Chapter meetings? BEI Chapter meetings include sharing case studies, discussing challenges, collaborating on strategies, and generating referrals among members. Can I join multiple BEI Chapters? BEI Chapter Membership is typically tied to one local BEI Chapter, but opportunities to connect with other regions may arise during events. How does a BEI Chapter Membership generate referrals? By collaborating with a diverse group of professionals, you build strong relationships and enhance your network, increasing your chances of receiving valuable referrals. Have additional questions? Start a dialogue with an Exit Planning expert at BEI

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

Business Exit Planning 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 2025 BEI Exit Planning Conference Videos​ $995.00 Experience the Best of the 2025 BEI National Conference The 2025 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 bypaying the $200 annual renewal fee. Deadline:Renewal fees are 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 purchase videos for $995– 15 credits 2024 BEI National Conference – 15 credits Pre Conference Workshops (in-person only) – 6.5 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.

Exit Planning Certification – Boot Camp for Advisors & Consultants Start your journey to becoming a Certified Exit Planner (CExP™) with BEI Exit Planning Boot Camp. This first step in the credential process gives advisors the tools, language, and technical expertise to engage business owners in deeper, more meaningful planning conversations. Register Now Exit Planning Boot Camp Foundations of Exit Planning $1,495 Learn the fundamentals of BEI’s proven Exit Planning process Self-paced online course — ~4 days Gain confidence in marketing Exit Planning to clients and prospects Use expert tools to engage business owners and drive next steps Create customized, actionable Exit Plans Lead or collaborate within a multidisciplinary advisor team Register Now Exit Planning Boot Camp is Part of BEI’s Proven CExP™ Training Path BEI’s Certified Exit Planner (CExP™) designation is the industry’s most trusted credential for advisors who want to lead business owners through a proven Exit Planning process. Our Exit Planning certification program includes a structured learning path—from foundational training to advanced strategy—to help you become a confident and capable Exit Planning professional. Learn More About CExP™ Key Components of the CExP™ Roadmap: 1 Foundation Building Begin with Exit Planning Boot Camp to grasp the essentials of owner-centric Exit Planning. 2 Advanced Strategies Progress to the Advanced Exit Planning Series (AExP) to delve deeper into complex planning scenarios and solutions. 3 Certification Achievement Culminate your training by passing the CExP™ Designation Exam, demonstrating your expertise and commitment to excellence in Exit Planning. Learn More About CExP™ World-Class Training That Drives Real Results BEI’s training programs are nationally recognized as the gold standard in Exit Planning education. Whether you’re looking to add business succession planning to your wheelhouse, or want to become a leader in the industry, we’re here to help you on your journey. There’s more after certification. Advisors who earn their CExP® and join BEI as members unlock the full potential of Exit Planning. Membership includes a comprehensive suite of engagement tools, customizable deliverables, and ongoing coaching from a network of experienced professionals. Everything we teach is built for real-world use—giving you the resources to implement, succeed, and turn your expertise into revenue. Plus, BEI members receive exclusive discounts on all training and certification—making it easier to continue your education, deepen your expertise, and grow your practice. Explore Membership Options More Professional Insights from BEI Exit Planning Articles More Articles

Terms & Conditions This Membership Agreement (“Agreement”) is made and entered into by and between Business Enterprise Institute, Inc. (“BEI”) and the individual identified as Member (or user) in the membership (user) account in BEI’s website through which these terms and conditions are being presented, reviewed and agreed (“Member”). Member and BEI agree as follows regarding Member’s participation in the BEI Network of Exit Planning Professionals, access to the tools and resources in Member’s online account, and use of any BEI tools to which Member has purchased or holds a license (“Membership”): MEMBERSHIP LEVEL. Member wishes to participate in BEI’s membership network through a particular level of membership that has been selected by Member (“Membership Level”). Each Membership Level includes the rights, privileges and online access as published by BEI in its description of such Membership Level on the date the Membership Level is selected by Member. BEI may change the rights associated with each Membership Level as BEI adjusts the products and services associated with each Membership Level in order to serve BEI’s customers to the fullest extent. MEMBERSHIP TERM. If Member holds a promotional or complimentary Membership, the Membership expires on the date stated in the membership offer/confirmation that BEI sends to Member. For any paid Membership, the minimum Membership term is one (1) year, beginning on the initial start date of the Membership, except that BEI’s Associate Membership is a month-to-month membership with a minimum duration of only one month. If Member holds a paid membership, the Membership will renew automatically for additional periods after the initial minimum period based on Member’s payment frequency, unless terminated pursuant to Section 13 of this Agreement. CHANGING THE MEMBERSHIP LEVEL. Member may upgrade his/her Membership Level at any time during the Membership, and any such upgrade begins a new one (1) year commitment by Member if the Membership Level to which Member upgrades includes a one-year minimum commitment, beginning on the effective date of the upgrade. At the time of an upgrade an additional Membership Fee (defined below) may be due. Member may also downgrade to a lower Membership Level at any time after completing the required initial commitment associated with any new Membership or Membership upgrade. MEMBERSHIP FEES. Member will pay to BEI the membership fee on the payment schedule made available by BEI and selected by Member in an online or printed membership application/renewal/update (“Membership Fee”). The first Membership Fee payment is due on or before the start date/effective date of the Membership and any recurring or renewal payments (along with their amounts) will be described in Member’s membership information and/or confirmation. Subsequent Membership Fee payments for ongoing Membership are due on or in advance of Membership services being provided to Member by BEI in the amounts and on the schedule provided by BEI. After the initial minimum period of Membership, BEI may increase Member’s Membership Fees with sixty (60) days advance written notice to Member. Membership Fees are non-refundable. If Member holds a free, complimentary or promotional Membership, no Membership Fee is due unless or until Member decides to purchase a paid Membership. CREDIT CARD AUTHORIZATION. Member agrees and gives express written consent to BEI to charge all fees connected with Member’s Membership to the credit card provided by Member. Member specifically represents to BEI that Member has the ability to authorize charges to credit card numbers provided by Member to BEI, and Member will indemnify BEI for any costs it may incur as a result of Member’s unauthorized credit card use. If BEI provides Member with notice that Member’s credit card will not process any fees due pursuant to this Agreement, Member will immediately provide BEI with an alternate working credit card number or valid method of payment. ADDITIONAL PRODUCTS AND SERVICES. In addition to memberships, BEI provides additional products and services to its members. Member may request such products and services at the prices provided by BEI at the time of the order/request. Member hereby authorizes payment for such products and services to be charged to Member’s credit card on file with BEI unless Member provides (and BEI accepts) a different method of payment at the time of the order/request. BEI POLICIES AND PROCEDURES. BEI may provide additional policies and procedures applicable to all members on its website, which will be publicly available in the footer region of BEI’s primary website at www.ExitPlanning.com. BEI reserves the right to update its Policies and Procedures periodically and will provide email notification to all members of any such changes. It is Member’s responsibility to be familiar with BEI’s Policies and Procedures during the term of this Agreement. Member agrees to comply with all rules and requirements stated in the BEI Policies and Procedures. LIMITATION OF LIABILITY. Member agrees that BEI is not responsible to Member or any other party for any liability whatsoever (including negligence) with respect to any loss or damage, including special, indirect or consequential loss or damage, such as loss of revenue, unavailability of systems or loss of data, resulting from the Membership and the use of BEI’s tools, products and services. Planning ideas and strategies described in BEI content or coaching do not constitute tax, legal, financial, investment, securities insurance or any other type of advice to Member or Member’s clients and BEI has no liability, professional or otherwise, to Member or Member’s clients or contacts as a result of such content or coaching; instead, appropriate professional advisors with direct knowledge of particular facts and circumstances should provide any such advice. MEMBERSHIP RIGHTS. BEI grants Member a limited, non-exclusive, non-transferable right, during the term of this Agreement, to use the marketing, educational, planning or networking/community resources, materials and tools provided by BEI in connection with the Membership and Member’s specific Membership Level. Member should refer to BEI’s published lists of resources, tools and services offered in connection with Member’s Membership (“BEI Materials”). Member may not share, transfer or distribute the BEI Materials other than in the course of engaging in Member’s Exit Planning practice and only during Member’s membership in BEI. Member may only use the BEI Materials during the term of