Exiting Planning for Business Owners (Certified Exit Planner™)
The BEI Seven Step Exit Planning Process is a comprehensive approach to helping business owner clients plan for a successful future in which they transfer their ownership of a business at the time they want, for the money they need, to the person they choose.
The Seven Steps include:
- Identify Owner Objectives
- Quantify Business & Personal Financial Resources
- Maximize & Protect Business Value
- Sale of Ownership to a Third Party
- Ownership Transfers to Insiders
- Business Continuity
- Personal Wealth & Estate Planning
BEI teaches an "owner-centric" process in which all planning issues that you uncover and all solutions that you offer are included within these seven steps and are addressed by the Exit Planning Process.