Member Events

Join Us for an Exclusive BEI Member Session In this interactive session, we’ll dive deep into the Exit Planning process with a step-by-step walkthrough of each key meeting. You’ll have the opportunity to get your questions answered, explore proven best practices, and gain practical insights you can immediately apply with your clients. This is also a great chance to build connections, share experiences, and collaborate with fellow professionals who are equally passionate about helping business owners plan successful exits. Come ready to learn, connect, and elevate your impact as an exit planning advisor!   Want to learn more about becoming a BEI Member? Discover how a BEI membership can elevate your practice at exitplanning.com/licenses or reach out to info@exitplanning.com for more information.

Unlock the Essentials of Insider Business Transitions Are you a business owner beginning to explore how to transfer your company to insiders—like family members, key employees, or co-owners? Join us for NTWC 101, a foundational webinar designed to demystify the process and outline six strategic options for internal transitions. In this session, you'll learn: The 6 primary methods for transferring ownership to insiders Key benefits and risks associated with each option How to assess which strategy best fits your goals and company structure Practical examples to help you visualize real-world applications Common pitfalls to avoid in the early planning stages Whether you're just starting to think about a transition or want to lay the groundwork for a future plan, this beginner-friendly session will equip you with the knowledge and confidence to take your first step.