Business Enterprise Institute

About Business Enterprise Institute

The All-in-One Platform for Business & Exit Planning​ Business Enterprise Institute equips advisors with proven structure, expert guidance, and credible planning tools to deliver business and exit planning with confidence. Let’s Find the Right Exit Planning Solution for You.​ Or explore BEI programs → Trusted by 2k+ advisors Unsure which fits? Book A Demo The BEI Journey A clear, guided path from learning to applying business and exit planning. 1 Build Your Planning Expertise Develop business and exit planning skills through BEI’s training and credentialing programs. 2 Apply the Tools Use BEI’s PlanIt software, templates and assessments to structure and streamline your planning work. 3 Execute Planning Access hands-on coaching and community support from BEI as you work with business owners. Explore Our Services Browse BEI’s offerings and choose the solution that’s right for you. Training CExP™ Certification Membership Programs Explore All Options Business & Exit Planning Training Comprehensive training programs to build your expertise Foundational Course​​ OBP Boot Camp Self-paced introductory course for guiding owners who aren’t ready to exit and want to grow value. Foundational Course​​ Exit Planning Boot Camp Self-paced course covering core exit planning principles, worksheets, tools, and advisor resources. Advanced Course CExP™ Exit Planner Comprehensive certification program combining foundational + advanced training and more. View more details → CExP™ Certification Become a Certified Exit Planning Advisor (CExP™) through our three-stage training pathway. Foundational Course​​ Exit Planning Bootcamp Our flagship training program covering BEI’s complete Exit Planning methodology Advanced Course Advanced Exit Planning In-depth training on complex deal structures, tax strategies, continuity planning, and growth. Advanced Course CExP™ Designation Exam Case-based credentialing exam to earn the Certified Exit Planner credential. View more details → BEI Memberships BEI offers memberships that grow with your planning work. Foundational Chapter Membership Foundational access to collaboration, referrals, and advisor visibility.   Advanced OBP Membership Tools and support for owner-based planning engagements. Comprehensive Exit Planning Membership Tools and support for executing and validating Exit Plans. View more details → Explore All Options Training Programs Comprehensive training programs to build your expertise CExP™ Certification Become a Certified Exit Planning Advisor (CExP™) BEI Memberships BEI offers memberships that grow with your planning work. Explore All Programs → Business & Exit Planning Training Comprehensive training programs to build your expertise Foundational Course​​ OBP Boot Camp Self-paced introductory course for guiding owners who aren’t ready to exit and want to grow value. Foundational Course​​ Exit Planning Boot Camp Self-paced course covering core exit planning principles, worksheets, tools, and advisor resources. Advanced Course CExP™ Exit Planner Comprehensive certification program combining foundational + advanced training and more. View more details → CExP™ Certification Become a Certified Exit Planning Advisor (CExP™) through our three-stage training pathway. Foundational Course​​ Exit Planning Bootcamp Our flagship training program covering BEI’s complete Exit Planning methodology Advanced Course Advanced Exit Planning In-depth training on complex deal structures, tax strategies, continuity planning, and growth. Advanced Course CExP™ Designation Exam Case-based credentialing exam to earn the Certified Exit Planner credential. View more details → BEI Memberships BEI offers memberships that grow with your planning work. Foundational Chapter Membership Foundational access to collaboration, referrals, and advisor visibility.   Advanced OBP Membership Tools and support for owner-based planning engagements. Comprehensive Exit Planning Membership Tools and support for executing and validating Exit Plans. View more details → Explore All Options Training Programs Comprehensive training programs to build your expertise CExP™ Certification Become a Certified Exit Planning Advisor (CExP™) BEI Memberships BEI offers memberships that grow with your planning work. Explore All Programs → Everything you need to build a stronger advisory practice.​ 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: 01 Proven Methodology 25+ years of refinement with BEI’s Seven Step Exit Planning Process™ and Three Step Owner-Based Planning Process. 02 Comprehensive Training Access Boot Camps, courses, and/or the CExP™ certification track, with opportunities for ongoing learning. 03 Advisor Coaching Opportunities for coaching, plan reviews, and advisor collaboration to support your development as a planner. 04 Community & Events Engage with a national network of advisors through forums, roundtables and member events. 05 PlanIt Planning Software Use BEI’s integrated software to build business and exit plans with guided workflows and client tools. 06 Templates & Resources A library of templates, assessments, and guides to support every stage of planning. 07 Client-Ready Deliverables Access polished reports, white papers, and presentations that elevate your client conversations. 08 Webinars & Member Updates Stay current with regularly released webinars, tools and practice insights. Explore Memberships Ready to Build Your Business Planning Strategy Join thousands of advisors who trust BEI to deliver comprehensive, professional business and exit planning services. Book A Demo Explore All Programs Book A Demo

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