What to Expect at the 2023 BEI National Conference

Fri, 05/19/2023 - 08:00

Written by: mernzen

The 2023 BEI National Conference will be held this year on August 7 - 9, 2023 at the Four Seasons Hotel Denver in Denver, Colorado. 

Who Attends & What to Expect:

BEI Conference attendees make valuable connections with business advisors from firms of all sizes and regions. With direct access to the highest level of expertise, products, tools and services, this Conference is the perfect platform for Exit Planners to collaborate with a network of high-caliber practitioners and to take away actionable steps for engaging clients and improving their planning process. 

Here's what you can expect from the BEI National Conference

  • Gain valuable insights and industry best practices from expert speakers
  • Network with the top players in Exit Planning
  • Refresh and refine your Exit Planning strategies
  • Explore the latest methods in client engagement and marketing

Last year, we welcomed nearly 150 Exit Planning Professionals to the event and anticipate a greater number of advisors in attendance this year. The three-day event will be hosted at the Four Seasons Hotel Denver. 

Engaging Sessions: 

The agenda for the 2023 Conference was driven by both feedback from the attendees of previous BEI Conferences, as well as input from a committee made up of current BEI Members. 

Through these collaborative efforts, we are certain to be providing an assortment of programming this summer that will resonate with the variety of experience and industries that our attendees represent. Whether you are a seasoned professional in the Exit Planning space, or looking for more foundational content, you’ll get sessions centralized around the theme of “From Engagement to Action”, ensuring you leave the event with actionable steps to take with your clients.

The variety of session topics range from: 

  • Cash Flow Modeling 
  • Social Selling
  • Tips & Trends in Client Engagement 
  • The State of ESOPs
  • M&A Market Update 
  • Capital Gains Reduction 
  • The Next Generation of Advisors 
  • Marketing to a Niche Audience 
  • Getting Creative with Business Continuity
  • Case Study Examples, and more!

To discuss the details of the agenda and to learn more, schedule a meeting with us at this link

Interactive Workshops: 

The first day of the BEI National Conference is optional for attendees and in lieu of sessions, there are two workshops that can be attended for an additional fee. 

The first is the traditional CExP workshop which will be led by BEI Founder, John Brown. Those in the BEI Network who have their Certified Exit Planner (CExP) designation are invited to participate in this workshop where there will be opportunities to share stories, brainstorm business exit strategies, and work together on a variety of different case studies and interactive exercises. 

The second workshop revolves around the concept of client engagement and will be led by Kevin Knebl, esteemed speaker, author, and coach with a lengthy resume full of experience in social media, lead generation, business development, and marketing.  Titled LinkedIn, Social Selling & Relationship Marketing for Huge Sales and Business Success Boot CampTM, this workshop will help attending advisors: 

  • Build a social networking strategy as a component of your business plan
  • How to identify and connect with prospects, clients, networking partners, and alliances 
  • Navigate various methods and mediums of communications to help you stay “top of mind” 
  • Nail the art of relationship-building that will lead to client retention, revenue growth, and more!

World-class Speakers: 

Hand-in-hand with a broad range of session topics, we are dedicated to bringing in a range of expertise and experience when it comes to those presenting content. The speaker lineup ranges from a variety of BEI Members, industry-leaders, strategic partners, subject-matter experts, and more. While there are a handful of repeat presenters such as Stuart Sorkin, Kelly Finnell, Greg Banner and Michael Butler; we also have some fresh faces who are eager to share with attendees too. 

Whether you are new to Exit Planning or a seasoned professional, between panel discussions, break-out sessions, Q&A events, demos and more - there is a speaker that will spark the interest of everyone planning to attend the 2023 BEI National Conference. 

Influential Partners: 

The BEI National Conference would not be a success without the immense support of our industry partners. Each sponsor offers tools and services that we endorse as being a value-add to an advisor’s Exit Planning services. Be sure to stop by the exhibit hall to connect and learn more from the following list of 2023 sponsors: 


There’s still time to register! If you would like to sign up to secure your spot for the 2023 BEI National Conference, follow the link below to sign up. 

Register for the 2023 BEI National Conference


Or, if you’d like to speak to a member of the BEI Team to discuss more details, email us at events@exitplanning.com


2023 national conference

Looking Back at the 2022 BEI National Conference

Tue, 08/23/2022 - 10:26

Written by: mernzen


The 2022 BEI National Exit Planning Conference welcomed 145 Exit Planning professionals to Denver, CO last week. During the three-day conference at the Four Seasons Hotel Denver, attendees engaged with peers and thought leaders, learning from experts in business and financial planning, leadership, and marketing through sessions, workshops, and networking opportunities.  

Attendees came from around the globe, representing the financial and business advisory, accounting, banking, consulting, mergers & acquisitions, and legal spaces. With over 30 sessions by 36 speakers and in the spirit of the conference theme, Growth Through Engagement, attendees left inspired to take their Exit Planning work to the next level. 

Powerful Partnerships  

The BEI National Conference would not have been a success without the incredible support of our 13 industry partners. Each sponsor offers tools and services that enhance an advisor’s Exit Planning services. The exhibit hall was filled both days of the main event for attendees to connect and discover new elements to implement in their work. 

We encourage you to check out their sites linked below to see how their offerings can help in the Exit Planning work you do with your clients. 

A special thanks again to the following sponsors:  

TAB sponsor 

MetLife sponsor

Inspirational & Informative Speakers & Sessions  

Tuesday –  

After a kickoff session by Mark Thomas (Capstone Wealth) on the Exit Planning Discovery meeting, a variety of sessions were offered for attendees to enjoy. Some of mention include:  

  • Stuart Sorkin (Business and Legal Advisors) led a session on increasing net sales proceeds through employee retention and tax planning. A highly attended session, the presentation discussed the primary issues in developing a personal plan for the owner(s) and a corporate plan for the business.  
  • Another popular session was put on by Greg Banner of Asset Preservation Strategies, Inc., titled Creative Solutions for Staged Transitions. Greg shared a current client case with attendees and broke down the different tax and investment planning recommendations used in the first stage of a successful ownership transition.  
  • An interactive Advisor Panel including BEI Members Terry Staley, Robert DePalo, Todd Feldman, and Nick Niemann discussed how each profession approaches getting involved in the Exit Planning Process, attracting clients, and differentiating their practice.  
  • Keynote Speaker Sean Flaherty (ITX Corp) concluded the day with a session titled Leadership, Creativity & Relationship Building at Scale. He shared the fundamentals of a proven leadership framework that amplifies each advisor’s strengths.  

 Stuart Sorkin presentation







Advisor Panel

Wednesday  -  

Momentum from day one carried into Wednesday, where another impressive lineup of speakers gave impactful presentations, including:  

  • Kickstarting the day with Keynote, Natalie McVeigh (EisnerAmper LLP), attendees engaged in a presentation about family transfers and how to use neuroscience to tackle resistance. This dynamic workshop shared the cause and effect of behaviors that alter communication and cohesion in family transitions.  
  • Dominique Molina with American Institute of Certified Tax Planners gave a morning session on tax reduction strategies and how these can attract Exit Planning engagements. She shared the main differences between Exit Planning and Tax Planning and how to use it to create demand as an Exit Planning Advisor.  
  • Jeff Palmer with The Prudential Insurance Company of America led another case-study presentation about a key-employee group sale. This program shared Jeff’s step-by-step approach to selling a company to key employees who lack the capital to purchase.  
  • Wrapping up the Exit Planning conference content was BEI’s CEO, Jared Johnson, who shared the latest results of the 2022 Business Owner Survey. Through a partnership with Market Research Company, Newton X, Jared discussed key takeaways noticed in the responses. BEI is excited to share the full results, coming next month!  


Conference jaredInteractive Workshops  

Those attendees who opted into the optional workshops on Monday had two paths:  

  1. Reboot Your Client Relationships 

The first half of this client-engagement workshop entailed creating an effective “brand script” led by StoryBrand experts, Keith Lauver and Susi Milligan. The session focused on finding a new way to pique prospect interest and effectively tell your brand’s story. The afternoon session, led by Sean Flaherty, guided attendees through the measurable Momentum Framework, centered on building a culture of Trust, Loyalty, and Ambassadorship.  

  1. CExP Workshop  

The second workshop option was provided for those attendees with the Certified Exit Planner (CExP) designation. Led by BEI Founder, John Brown, attendees were placed in groups of their peers, tasked with creating their own Exit Planning recommendations after receiving case study details to work through collectively.  


Workshop 1






Workshop 2 Relationship Building, Networking & More!  

Between the exhibitor hall, lunch hours, and evening receptions, the opportunities to network were ample. Many attendees note that the biggest benefit of attending the BEI Exit Planning Conference is the collaborative atmosphere and the ability to connect with peers. After all, sharing stories, swapping ideas, and discovering new systems and processes to implement in their practices is the main purpose of the conference.  

Whether you were in attendance or couldn’t make it this year, we invite you to join us next year. Get ahead of the game and register early at the following link:  


2023 BEI National Conference: Dates and location pending!  


We also welcome and encourage feedback so we can make next year our best event yet. To give us your suggestions, visit the following link: www.exitplaning.com/welcome-bei-online-suggestion-box     

Jared Conference 

In the meantime… 

Another 2022 BEI National Conference presenter and owner of The Alternative Board Pittsburgh, Sigi Loya, will be hosting a BEI webinar coming soon. Register at the link below and join us September 14 at 12:00pm ET. 

Register for the Upcoming Webinar

A Look Back at the 2022 BEI National Conference

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