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Education

Every advisor has the technical skills to help a business owner to achieve a successful exit, but few know how to work as part of an Advisor Team to create an owner-centric Exit Plan. In addition to the resources available within your BEI Member Class, BEI also provides various educational resources to support its Members’ Exit Planning efforts.



Some of BEI’s Educational Resources include:

  • Boot Camps Across the Country
  • Weekly e-mail Coaching Tips
  • Monthly Technical Web Casts that address advanced Exit Planning topics.
  • Exit Planning Scripts and Conversation Starters
  • A Review of Members’ most effective and innovative Marketing and Exit Planning Strategies
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"Exit Planning has given me a unique opportunity to approach successful business owners that is real and meaningful. Despite the fact that their exit is likely the biggest event in their financial lives, most owners have not done any thinking or planning for their exit or departure."

— Joe Rodwell
Exit Planning, LLC
Minneapolis, MN
BEI
 

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