Business Enterprise Institute, Inc.

BEI is the leading innovator in the Exit Planning industry. We offer comprehensive Exit Planning training,
marketing support, and plan-creation tools to our Advisors. Members of the BEI advisor community have
access to an established, systemized process that allows them to easily help their clients with their business transition planning. Professionals in a variety of disciplines leverage Exit Planning to attract and keep high caliber business clients in their practices. BEI trains and supports business advisors to be the preeminent Exit Planning resource for business owners in their communities. Members of The BEI Network of Exit Planning Professionals™ ultimately seek to help business owners and their families benefit from their lives’ work.

Contact your Exit Planning Advisor to learn more about Exit Planning or to get started planning for the
future. Exit Planning workshops, business owner assessments, and planning solutions are available through your local BEI Exit Planning Advisor.

Registry ID

109178

Approved Delivery Method

Group Live, Group Internet Based, QAS Self Study

Address

3461 Ringsby Ct., Suite 405
Denver
CO
80216
United States
The most important financial transaction of your clients’ lives is exiting their businesses, and you are the cornerstone of their success. The National Conference—the largest gathering of Exit Plannin …
Overview of the Course The Exit Planning Fundamentals For Advisors half-day workshop is focused on education and training related to a specialized niche practice area that we refer to as "Exit Plannin …
Overview of the Course The Exit Planning Fundamentals For Advisors one-day workshop is focused on education and training related to a specialized niche practice area that we refer to as "Exit Planning …
This Exit Planning Series is the second in a three part professional education process leading to certification from the best-known Exit Planning organization. Completing the Advanced Exit Planning se …
BEI Boot Camp for Advisors™ - Basic Exit Planning Foundations provides you with: -The ability to approach, present and engage business owners through Exit Planning. -The competitive advantage to set y …
In this program, participants will develop an awareness of the breadth and scope of the planning service referred to as “Exit Planning” for business owner clients. More specifically, participants will …
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