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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:

  • Two-Day Boot Camps Across the Country
  • Monthly Professional Education Modules
  • Weekly e-mail Coaching Tips
  • Weekly Open Coaching Calls (Member participation)
  • Monthly Sales and Marketing Web casts
  • Monthly Technical Web casts that addresses advanced Exit Planning topics. (Topic have included: Stock Appreciation Rights Plans, Family Business Transfers, Estimating Cash Flow for Insider Sales, and Business Continuity.)
  • Education Binder with CDs and Workbooks.
  • 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
 

Business Enterprise Institute, Inc. • 741 Corporate Circle, Suite J • Golden, CO 80401 • Phone: 303-321-2242 • Toll-free: 888-206-3009
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