BEI Launches New Boot Camp for Advisors Livestream

DENVER, April 13, 2020 /PRNewswire/ -- Business Enterprise Institute (BEI), the leader in Exit Planning and home of the largest Exit Planning advisor network in North America, announced a virtual training platform, Boot Camp for Advisors™ Livestream, launching in May. BEI serves a multi-disciplinary group of accountants, financial and insurance professionals, consultants, coaches, attorneys, M&A intermediaries, valuators, and bankers.

"Thanks to BEI, I'm providing new value to my clients during this difficult time and adding a new feather to my cap," said a BEI member.

The Livestream program provides participants with the training and benefits of BEI's traditional Boot Camp, plus new opportunities for live Q&A and interactive sessions with fellow Boot Camp participants around the globe.

Boot Camp is an intensive first step in Exit Planning education. Beyond teaching technical skills using actual case studies, the course helps advisors package Exit Planning as a service offering and use it to drive business demand. Continuing education credit may be available. Upon completing Boot Camp, advisors are able to:

• Effectively market Exit Planning services to existing and prospective clients
• Engage business owners using tools supported by factual next steps
• Create comprehensive, owner-centric Exit Plans
• Lead or participate in Exit Planning Advisor Teams

According to CEO Jared Johnson, BEI reports an increase in demand for Exit Planning training in the first quarter of 2020, with registrations up nearly 20% over fourth quarter 2019. 

"I'm excited to release the BEI Boot Camp Livestream. Our advisors are our most important asset, and at a time when uncertainty abounds, the need for qualified advisors supporting their business owner clients is at a historic high," said Johnson.

An independent survey of business owners in 2019 revealed that 81% of owners want to stop working in their businesses within 10 years. Moreover, 58% of owners would exit today if their financial security were assured, and 80% of owners have not created written plans to transfer ownership.

Founded in 1996, BEI is the global leader in the Exit Planning industry and the only single-source provider of Exit Planning education, marketing support, and planning software for business advisors and Fortune 500 firms. BEI has helped advisors worldwide create and deliver tens of thousands of Exit Planning solutions that improve client acquisition and retention, increase revenue generation, streamline the Exit Planning process, and ultimately help business owners and their families benefit from their lives' work. For more information, please visit www.exitplanning.com.

Media Contact:
Lisa Fannin
(303) 321-2242
[email protected] 

SOURCE Business Enterprise Institute (BEI)

Related Links

https://www.exitplanning.com/