I searched on "BEI" as a topic, but nothing came up (so apologies if there is an exiting thread on this).

I am a fractional CFO, so while exit strategy/planning is not my typical "entry point", I found my longer duration business owner clients wanted my advice in their transition plan creation/execution. I am primarily looking for something of a "practice aid" to give me a useful and thorough guidance to do the best I can for these clients.

For any of the XPX members that have selected BEI's product suite, I would love to gain your feedback on that choice. 

Things that I am most interested in:

1. does it gain me something 40 years of CPA/CFO/business advisory experience doesn't?

2. Is it a marketing engine as well  or just a practice aid once you acquire a client through other means?

3. what drove you to this product vs. other products/certifications out there?

Happy to watch this forum for your thoughts or happy to be emailed at msluka@npcfo.com.

Thanks, best regards and Happy 4th.

Mike Sluka, South Florida Chapter