CExP™ Certification

Obtaining the BEI Certified Exit Planner (CExP) designation is the final step to building your knowledge of comprehensive Exit Planning advisor services for the business owner community. Through training and rigorous testing, CExP professionals demonstrate they are qualified to provide skilled and professionally executed Exit Planning services. A BEI Exit Planning License is not required to complete the CExP course, but it is recommended to enhance your Exit Planning advisor services.


Although I have grown to expect high caliber materials and support from BEI, the CExP program far exceeded my own high expectations. The content, the presentation format, the challenge of the test, the case studies, all flowed together to enhance my own knowledge across every step of the Exit Planning process.

- Don Burzen, Buy-Side consultant, Consultant; Positive Exits

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