Discovery Webinar: The Art of Adding Exit Planning to Your Practice

Business owners are looking for help and expertise in planning for their future and the Exit Planning market is bigger and broader than ever before. Join us for our last webinar of the 2022 calendar year and discover all the ways BEI can support and provide you with a better way to plan.  

Aaron Dube, BEI’s Practice Development Specialist, has been helping advisors like you for over a decade. He will discuss specifically:  

  • Strategies to kickstart the discovery process 

The BEI Path to Exit Planning Success

Register for BEI’s upcoming webinar dedicated to determining the best Exit Planning path for you. We are often asked about the details of our three-step training program, as well as the differences among the available BEI License offerings. We’ll share in this webinar an overview of our training program, requirements, pre-requisites and time commitment to obtain the Certified Exit Planning (CExP) designation, plus how to leverage a license year-round.  

Q&A: Cash Flow in an Exit Plan

In this webinar, BEI CEO Jared Johnson will host a Q&A session on the importance of cash flow in an Exit Plan. Joining him will be Carl Lutz, CExP and proud user of Cash Flow Mapping, as well as Jennifer Sauter, CFP® and Director of Customer Success at Cash Flow Mapping. Cash Fow Mapping (CFM) is BEI’s latest partner whose software provides the missing piece of the business succession plan: cash flow.  

Discover Exit Planning with Doug Easton

For over 20 years, BEI has helped advisors like you build relationships with their clients. We understand having a passion to help your clients reach their goals. 

To do so, advisors need to stand out from the crowd, a framework to help clients achieve their goals, and a way to expand the Exit Planning conversation. 

Join us for this live webinar on the BEI tools and resources available to help you seamlessly integrate Exit Planning into your practice and go from "service provider" to your client's "most trusted advisor." 

Learning Objectives:

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