CERTIFIEDEXITPLANNINGADVISOR.ORG

Welcome to BEI's Exit Planning Certification

CExP Board of Standards. Become a BEI Certified Exit Planner Today! Is Exit Planning Certification appropriate for you and your practice? Do you represent business owner clients? Do you want additional knowledge to engage in planning and problem solving? Do you enjoy learning about and incorporating new planning techniques in your practice? Are you a thought leader within your profession? The CEI Certification Process requires. An openness to approaching planning to achieve the owners goals.

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Welcome to BEI's Exit Planning Certification | certifiedexitplanningadvisor.org Reviews

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CExP Board of Standards. Become a BEI Certified Exit Planner Today! Is Exit Planning Certification appropriate for you and your practice? Do you represent business owner clients? Do you want additional knowledge to engage in planning and problem solving? Do you enjoy learning about and incorporating new planning techniques in your practice? Are you a thought leader within your profession? The CEI Certification Process requires. An openness to approaching planning to achieve the owners goals.

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1 program focus

2 overview of courses

3 who should attend

4 continuing education

5 get started

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Welcome to BEI's Exit Planning Certification | certifiedexitplanningadvisor.org Reviews

https://certifiedexitplanningadvisor.org

CExP Board of Standards. Become a BEI Certified Exit Planner Today! Is Exit Planning Certification appropriate for you and your practice? Do you represent business owner clients? Do you want additional knowledge to engage in planning and problem solving? Do you enjoy learning about and incorporating new planning techniques in your practice? Are you a thought leader within your profession? The CEI Certification Process requires. An openness to approaching planning to achieve the owners goals.

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certifiedexitplanningadvisor.org

1

The BEI CExP™ Board of Standard

http://www.certifiedexitplanningadvisor.org/cep_board.htm

CExP Board of Standards. 160; Disciplinary Procedure. 160; Q&A. 160; File a Complaint. 160; Disciplinary Actions. 160; Code of Ethics. 160; Practice Standards. The CExP™ Board of Standards. Report a Complaint against a CExP™ professional. Against a CExP™ Professional. Over half of the 9.5 million business owners are reaching retirement age so the need for trained Exit Planning Advisors has never been so great. 2014 Certified Exit Planner Board of Standards Inc.

2

BEI's Exit Planning Certification Program Focus

http://www.certifiedexitplanningadvisor.org/program_focus.htm

CEP Board of Standards. The 120-day intermediate level curriculum is comprehensive and substantive, providing value from beginning to end. The primary goal of the BEI certification program is to provide advisors with information that will serve as a solid foundation for your professional Exit Planning endeavors, whether or not you plan to pursue a designation. You also will find that a sound mastery of the course contents will be of great assistance to you in your pursuit of an accreditation. 2000 S....

3

BEI's Exit Planning Certification Program Focus

http://www.certifiedexitplanningadvisor.org/program_overview.htm

CExP Board of Standards. Overview of the BEI Seven Step Exit Planning Process™. Engaging Exit Planning Clients. The Five Critical Elements of a Successful Exit Plan. Understanding and Identifying Owner Objectives. Quantifying Business and Personal Financial Resources. Maximizing and Protecting Business Value. Ownership Transfers to Third Parties. Ownership Transfers to Insiders (Children, Key Employees, ESOPs). Business Continuity (Stay Bonus Plans, Buy/Sell Agreements). Calling toll free 888-206-3009.

4

Who Should Attend BEI's Exit Planning Certification

http://www.certifiedexitplanningadvisor.org/who_should_attend.htm

CExP Board of Standards. Who Should Pursue CExP™ Candidacy. Legal, consulting and accounting service practitioners who wish to specialize in a lucrative, non-seasonal consulting niche. Insurance advisors, merger and acquisition consultants, investment and financial analysts, financial officers, business advisors, accounting and finance professionals. Hold a valid and unrevoked professional designation issued by a legally constituted authority including:. Member in good standing with BEI;. Over half of th...

5

BEI's Exit Planning Certification CE Requirements

http://www.certifiedexitplanningadvisor.org/ce_requirement.htm

CExP Board of Standards. After completing all of the course work required for the CExP™ designation and receiving approval from the CExP™ Board of Standards, BEI Certified Exit Planners will be required to complete 30 biennial continuing education hours to maintain their CExP™ designation. CE requirements can easily be satisfied by attending any BEI monthly National Technical Web Casts, attending our Annual Conference or through approved strategic alliance courses. Calling toll free 888-206-3009.

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Welcome to BEI's Exit Planning Certification

CExP Board of Standards. Become a BEI Certified Exit Planner Today! Is Exit Planning Certification appropriate for you and your practice? Do you represent business owner clients? Do you want additional knowledge to engage in planning and problem solving? Do you enjoy learning about and incorporating new planning techniques in your practice? Are you a thought leader within your profession? The CEI Certification Process requires. An openness to approaching planning to achieve the owners goals.

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Welcome to BEI's Exit Planning Certification

CExP Board of Standards. Become a BEI Certified Exit Planner Today! Is Exit Planning Certification appropriate for you and your practice? Do you represent business owner clients? Do you want additional knowledge to engage in planning and problem solving? Do you enjoy learning about and incorporating new planning techniques in your practice? Are you a thought leader within your profession? The CEI Certification Process requires. An openness to approaching planning to achieve the owners goals.

certifiedexitplanningadvisor.net

Welcome to BEI's Exit Planning Certification

CExP Board of Standards. Become a BEI Certified Exit Planner Today! Is Exit Planning Certification appropriate for you and your practice? Do you represent business owner clients? Do you want additional knowledge to engage in planning and problem solving? Do you enjoy learning about and incorporating new planning techniques in your practice? Are you a thought leader within your profession? The CEI Certification Process requires. An openness to approaching planning to achieve the owners goals.

certifiedexitplanningadvisor.org

Welcome to BEI's Exit Planning Certification

CExP Board of Standards. Become a BEI Certified Exit Planner Today! Is Exit Planning Certification appropriate for you and your practice? Do you represent business owner clients? Do you want additional knowledge to engage in planning and problem solving? Do you enjoy learning about and incorporating new planning techniques in your practice? Are you a thought leader within your profession? The CEI Certification Process requires. An openness to approaching planning to achieve the owners goals.

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