This foundational webinar introduces advisors to comprehensive exit planning using BEI’s proven methodology. Whether you’re a financial planner, CPA, attorney, or business consultant, this session equips you with the frameworks to understand and communicate the value of exit planning to business owner clients.

Sarah Martinez, CEXP®, walks through the BEI Seven Step Exit Planning Process, explains when and how to introduce exit planning conversations, and shares real-world examples of how advisors position themselves as trusted exit planning partners.

You’ll learn the difference between transactional deal advising and comprehensive exit planning, understand the key components of a complete exit plan, and discover how to avoid the most common mistakes advisors make when starting in this discipline.