Program Overview
The BEI Certified Exit Planner designation program will be offered on a quarterly
basis. The 60-hour program will have a prerequisite of a two-day face-to-face Boot
Camp (15 hours total), will include 10 online courses (25 hours total) and 20 hours
of real-world Exit Plan creation case work (one transfer to insiders plan and one
sell to third party plan), all of which will be completed within 90 days. The 10
courses will be presented via an online video lecture format, as well as have supplementary
reading material, case studies and assessment tests for each of the online courses.
After completion of the online courses, CExP™ candidates will complete two
sample Exit Plans via BEI’s Exit Plan creation software. The course material that
will be covered during the designation program will include:
- Overview of the BEI Seven Step Exit Planning Process™
- Engaging Exit Planning Clients
- The Five Critical Elements of a Successful Exit Plan
- Understanding and Identifying Owner Objectives
- Quantifying Business and Personal Financial Resources
- Maximizing and Protecting Business Value
- Ownership Transfers to Third Parties
- Ownership Transfers to Insiders (Children, Key Employees, ESOPs)
- Business Continuity (Stay Bonus Plans, Buy/Sell Agreements)
- Personal Wealth and Estate Planning
- Family Business Planning
- Deferred Compensation
- Ethics
- Exit Plan Creation Case Work via EPIC™ (Transfer to Insider Plan Scenario
and Transfer to Third Party Plan Scenario)
We look forward to talking with you about how you can obtain BEI Exit Planning Certification.
Find out more by:
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ALI-ABA
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Over half of the 9.5 million business owners are reaching
retirement age so the need for trained Exit Planning Advisors has never been so
great.
Are you prepared to guide these business owners through
the biggest financial event of their lives?
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