Exit Planning Fundamentals Workshop

Workshop

Past Event

Two-day intensive workshop covering BEI’s proven exit planning methodology, real-world case studies, and practical implementation frameworks for advisors new to exit planning or looking to formalize their approach.

Key Takeaways

Master BEI's proven Seven Step Exit Planning Process
Understand business valuation fundamentals and methodology
Learn to assess owner readiness alongside financial readiness
Access planning tools and templates immediately
Network with fellow exit planning professionals
Receive certificate of completion and CE credits

About This Workshop

This foundational workshop introduces advisors to comprehensive exit planning using BEI’s time-tested methodology. Whether you’re a financial planner, CPA, attorney, or business consultant, this program equips you with the frameworks and tools to deliver structured planning engagements to business owner clients.

Through interactive instruction, real-world case studies, and small-group exercises, you’ll learn to assess business value, identify value-building opportunities, address owner readiness, and structure successful transitions.

Attendees receive immediate access to BEI planning tools, templates, and resources—plus a certificate of completion and continuing education credits applicable to most professional designations.

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