Business Enterprise Institute equips advisors with proven structure, expert guidance, and credible planning tools to deliver business and exit planning with confidence.
A clear, guided path from learning to applying business and exit planning.
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Develop business and exit planning skills through BEI’s training and credentialing programs.
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Use BEI’s PlanIt software, templates and assessments to structure and streamline your planning work.
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Access hands-on coaching and community support from BEI as you work with business owners.
Browse BEI’s offerings and choose the solution that’s right for you.
Comprehensive training programs to build your expertise
Self-paced introductory course for guiding owners who aren’t ready to exit and want to grow value.
Self-paced course covering core exit planning principles, worksheets, tools, and advisor resources.
Comprehensive certification program combining foundational + advanced training and more.
Become a Certified Exit Planning Advisor (CExP™) through our three-stage training pathway.
Our flagship training program covering BEI’s complete Exit Planning methodology
In-depth training on complex deal structures, tax strategies, continuity planning, and growth.
Case-based credentialing exam to earn the Certified Exit Planner credential.
BEI offers memberships that grow with your planning work.
Foundational access to collaboration, referrals, and advisor visibility.
Comprehensive training programs to build your expertise
Become a Certified Exit Planning Advisor (CExP™)
BEI offers memberships that grow with your planning work.
Trusted Advisors
Years in Exit Planning
Advisory Plans Supported
Trusted by leading advisors and partner organizations
BEI Membership gives you access to the full system behind successful business and exit planning. With proven frameworks, training, software, tools, and hands-on support, you can work more effectively with business owners and grow your planning services.
What You Get From BEI Membership:
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25+ years of refinement with BEI’s Seven Step Exit Planning Process™ and Three Step Owner-Based Planning Process.
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Access Boot Camps, courses, and/or the CExP™ certification track, with opportunities for ongoing learning.
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Opportunities for coaching, plan reviews, and advisor collaboration to support your development as a planner.
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Engage with a national network of advisors through forums, roundtables and member events.
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Use BEI’s integrated software to build business and exit plans with guided workflows and client tools.
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A library of templates, assessments, and guides to support every stage of planning.
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Access polished reports, white papers, and presentations that elevate your client conversations.
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Stay current with regularly released webinars, tools and practice insights.
Hear from professionals who’ve transformed their practice with BEI’s exit planning methodology
Join thousands of advisors who trust BEI to deliver comprehensive, professional business and exit planning services.
Get answers to common questions about BEI’s programs and methodology
Business exit planning is a proactive process that helps business owners grow business value and prepare for a future transition, whether that exit is soon or years away. It aligns business, financial, and personal goals to build a stronger, more transferable company. Any owner who wants to increase value, reduce risk, or eventually transition their business can benefit from exit planning, from those preparing for a sale to those focused on long-term growth and continuity.
No. Certification is not required to use BEI’s tools or deliver business and exit planning services. Many advisors, however, choose to pursue the CExP™ credential to strengthen their credibility and deepen their expertise.
No. BEI serves advisors, attorneys, CPAs, insurance providers, consultants, and financial professionals who work with business-owner clients. It is for professionals who want a clear, credible way to guide owners through business transitions and value growth.
The CExP™ certification is designed for advisors who want a deeper, more hands-on approach to business and exit planning. While CEPA provides a strong educational foundation, the CExP™ focuses on practical application using BEI’s proven planning processes, tools, and advisor support. CExP™ credential holders learn not only the concepts of exit planning, but how to implement a repeatable planning process with real clients.
Access enterprise-grade planning software, proven templates, and ongoing support—everything you need to deliver exceptional business planning efficiently.
The full certification pathway can be completed in as little as three months, depending on your pace. Each stage—Boot Camp, advanced exit planning (AExP), and CExP™— has generous completion windows, with most advisors having up to a year to finish the program.
Full access to BEI’s tools comes with membership, but we do offer training programs that don’t require joining. The best way to explore your options is a conversation with our team—we’ll help you determine the right starting point.
