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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 (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.

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. Next BEI Exit Planning Boot Camp is September 8-12, 2025 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 Next Exit Planning Boot Camp: Sep 8-12, 2025 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

“A simple and methodical approach to planning! I love how the planning process is structured – it’s straightforward and easy to follow.” David JeanCExP™, Succession Planning Services at ARB and Director of Altus Exit Strategies, LLC “I earned my CExP™ designation from BEI to better understand and serve our business owners at FNBO. I recently learned and am proud to announce l am the youngest CExP™ in North America! This exciting news is an excellent way to kick off the new year!” Delaney Elliott CExP™, Business Advisor “The BEI CExP™ designation is the standard for Exit Planning certification for business owners. My passion is getting “in the trenches” with business owners and their families, key employees, and professional advisor teams.” Eddie Drescher CExP™, Financial Advisor Add unparalleled value to your practice Find out why business advisors are leveraging BEI for Exit Planning strategy, collaboration, and resources. Speak with us Become a member Add un-paralleled value to your practice Find out why business advisors are leveraging BEI for Exit Planning strategy, collaboration, and resources. Speak with us Become a member A PROVEN Process Better Exit Planning comes from Process and Experience BEI’s Exit Planning process makes comprehensive planning simple, easy to follow and easy to implement. Speak with us Exit Planning Tools PlanIt transforms your Exit Planning to the next level. PlanIt allows you to track, design and execute Exit Planning according to your personalized planning process. Learn more about Planning Network with Advisors BEI Chapters connect the regions best advisors together. Build deep relationships with other Trusted Advisors who can truly impact your business Learn more about Chapters Advisor Collaboration Branded Documents Guides & Resources Client Assessments Client Tracking Advisor Collaboration Advisor Collobration Build a bench of advisors you trust to offer your clients more value See Plans & Pricing Branded Documents Branded Documents Connect with business owners using our customizable marketing materials. Our professionally designed workbooks, brochures, white papers, and newsletters are perfect for uncovering planning challenges and driving the conversation. See Plans & Pricing Guides & Resources Guides & Resources Conduct personalized assessments with ease using our exclusive links and dynamic QR codes for wider audience connection. Generate valuable leads for greater success. See Plans & Pricing Client Assessments Client Assessments Learn about Business Owner priorities in just 5-7 minutes with our client assessment. Use the Assessment Tool to create a visual summary of planning concerns for the future that drives the conversation to a fee engagement discussion. See Plans & Pricing Client Tracking Client Management BEI’s PlanIt software has a sophisticated client management platform that follows our proven plan design and implementation process, ensuring you deliver your exit plan within the timeframe you outlined. See Plans & Pricing market analysis Opportunity Every day, more business owners reach retirement age, resulting in growing opportunities for advisors to develop thoughtful and transformative exit strategies with their clients. Explore Plans & Pricing 6 Million Businesses currently in operation. 200,000 are mid-market businesses. 80% Of Owners want to stop working in the next 10 years 20% Have a written Exit Plan to transition ownership 100% Of Owners will stop being owners at some point Connect Confidence in approaching any planning conversation Learn More Attract Uncover hidden opportunities
to grow your practice. Learn More Engage Provide effective planning evaluation suggestions. Learn More Deliver Save time creating custom solutions for clients Learn More

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