Education & Training
BEI has single-handedly spearheaded the most aggressive Exit Planning training development programs in North America. BEI believes that business owners deserve the best planning advice possible. We constantly add depth and content to our educational materials, often in response to Member input; and we tailor our materials to a variety of learning styles: written, on-line and interactive.
BEI’s staff of experienced Exit Planners is available to Members every day to answer Members’ plan design or coaching questions. Members also have unique access to the expertise of every Member in BEI’s Advisor Network of Exit Planning Professionals.
Boot Camp Workshops
: An advisor’s intensive two-day introduction to Exit Planning. Graduates leave with an understanding of the entire Exit Planning process and their roles in it.
Monthly National Technical Webcasts
: Are open to Members only and focus on a single Exit Planning technique or topic. Each Webcast introduces the context for the planning technique, how the technique is implemented, and its relevance to Exit Planning and possible threats to its success.
BEI Annual Conference:
The BEI Annual Exit Planning Conference is BEI’s premier Member-education and networking event. We present nationally known Keynote Speakers, experts from a variety of Exit Planning areas, and Members who have successfully implemented ‘best’ marketing and engagement practices. Over two days, Members have ample opportunity to network with like and complementary professionals from across North America.
Exit Planning Seminars
: BEI holds day-long “Intensives” devoted to an advanced Exit Planning topic. Topics include Mergers & Acquisitions and BDITs. Each Intensive provides attendees not only advanced education, but an opportunity to create relationships with professionals with similar interests.
: Since 2009, BEI’s Certified Exit Planner designation has set the industry standard in distinguishing professionals who have attained advanced expertise in Exit Planning through study, testing, and ongoing education. To date, over 100 professionals have successfully completed the rigorous testing involved in becoming a Certified Exit Planner.