Discover Exit Planning

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Today's marketplace is experiencing the largest transition of ownership in history. Business owners are looking for help and expertise in planning for their future. They are looking for advisors who understand the complexities of their businesses, and the challenges of their unique transition wants and needs. 

At BEI, we are here to help you engage new and existing clients in Exit Planning and provide you with resources to deliver the best solutions to your clients. Because an informed and trained advisor is a better advisor, we invite you to join this live demonstration of the BEI tools and resources available to help you seamlessly and effortlessly integrate Exit Planning into your existing practice. 

Learning Objectives:

  • Marketing your Exit Planning practice
  • Getting hired for Exit Planning projects
  • EPIC™ Exit Planning software
  • BEI Exit Planning training opportunities
  • BEI Membership levels