National Registry of CPE Sponsors

National Registry of CPE Sponsors

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Exhibitors

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.

Address

3461 Ringsby Ct., Suite 405
Denver, CO
80216
United States

Website

http://www.exitplanning.com
Contact Sponsor

Contact Sponsor


NASBA Approved providers:

  • National Registry

Registry ID:

109178

Approved Delivery Method:

  • Group Internet Based
  • Group Live
  • QAS Self Study
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  • Field of Study:

    • Accounting
    • Business Management and Organization
    • Communications and Marketing
    • Computer Software and Applications
    • Management Services
    • Personnel/Human Resources
    • Specialized Knowledge
    • Taxes

    Description:

    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 ...

    Program Level:

    Intermediate

    Delivery Method:

    • Group Live

    Location:

    • CO
  • Field of Study:

    • Business Management and Organization
    • Specialized Knowledge

    Credit Hours:

    • 1 - 4 credits

    Description:

    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 ...

    Program Level:

    Basic

    Delivery Method:

    • Group Live
  • Field of Study:

    • Business Law
    • Information Technology
    • Management Services
    • Specialized Knowledge

    Credit Hours:

    • 5 - 8 credits

    Description:

    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 ...

    Program Level:

    Basic

    Delivery Method:

    • Group Live
  • Field of Study:

    • Business Law
    • Business Management and Organization
    • Finance
    • Personnel/Human Resources
    • Specialized Knowledge
    • Taxes

    Credit Hours:

    • 21 + credits

    Description:

    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 ...

    Delivery Method:

    • QAS Self Study
  • Field of Study:

    • Business Law
    • Business Management and Organization
    • Personnel/Human Resources
    • Taxes

    Credit Hours:

    • 9 - 12 credits

    Description:

    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 ...

    Delivery Method:

    • Group Live

    Location:

    • CO
  • Field of Study:

    • Business Law
    • Business Management and Organization
    • Personnel/Human Resources
    • Specialized Knowledge
    • Taxes

    Credit Hours:

    • 9 - 12 credits

    Description:

    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 ...

    Delivery Method:

    • QAS Self Study
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