Software
"EPIC™" (Exit Plan Interactive Creator) is BEI's proprietary, HotDocs®-based, software. It combines the information you collect from an owner
with your Exit Planning expertise to create comprehensive, custom Exit Plans.
Each unique written plan includes specific recommendations to help an owner to achieve his/her specific exit objectives. It also includes numerous exhibits with
tips on preparing each one. Finally, each plan contains a customized Action Item Checklist that not only summarizes the actions to be taken, it assigns each task
to a particular advisor and tells the owner when each task will be completed. The Action Item Checklist keeps the business owner aware of what each member of the
Advisor Team is doing to achieve his/her successful exit.
In addition to Exit Plans, EPIC™ is capable of generating engagement letters and consent to share information letters. We have also created a cash flow spreadsheet
to help advisors understand and demonstrate various cash flow scenarios.
Members typically charge a separate and substantial planning fee for this aspect of the Exit Planning practice. EPIC™ is the most powerful Exit Planning software
available in the marketplace today.
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