BEI White Papers
Topics for Business Owners and their Advisors
The Best of the Exit Planning Review™
Below is a gallery of Exit Planning white papers (published by The ExitMap® with permission from the Business Enterprise Institute) on the questions most frequently asked by clients. Hover over a picture to see the title and click the image to view the entire issue or choose a link from the topic list.
Articles by Topic
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About the Business Enterprise Institute (BEI)
The Business Enterprise Institute (BEI) in Denver Colorado offers the Certified Exit Planner (CExP) designation and continuing education both online and through industry conferences. In our opinion, it is the most comprehensive and in-depth approach to understanding the myriad options for transitioning business owners. BEI members participate in a national network where each, regardless of specialty, has adopted the professional team approach to planning that is fundamental for ExitMap® users. For more information on BEI training and membership, visit their website or contact BEI directly.
Take the ExitMap® Test Drive
Trying the ExitMap® for yourself will allow you to:
• See the reports your clients will receive
• Review the quality content contained in each report
• Experience the customization features first-hand
• Learn how feedback aligns with client responses
• Understand how debriefing leads to new advisory work
After taking the Test Drive you will become an ExitMap® Registered Advisor with benefits that include access to sample reports, a subscription to the
exit planning blog Awake at 2 o’Clock?, the “Beating the Boomer Bust” eBook, relevant exit planning articles and notification of training and updates.