Bill Black Earns the Preeminent CExP™ Designation for Exit Planning
An Orange County, CA Professional is one of the first to receive the designation of Certified Exit Planner.
Orange, CA (PRWEB) June 25, 2009 -- Bill Black, CLU, ChFC, member of The BEI Network of Exit Planning Professionals™, recently earned the designation of a BEI Certified Exit Planner (CExP™). The BEI CExP™ designation is the standard for Exit Planning certification. Through training, rigorous testing and in-depth Exit Plan Creation coursework, Black has demonstrated that he is qualified to provide comprehensive, professionally executed Exit Planning services to the business owning community.
"Exit Planning Professionals who successfully complete the BEI Certified Exit Planner program have come to be known as premiere Exit Planning Professionals because their in-depth knowledge and demonstrated application of The BEI Seven Step Exit Planning Process™ perfectly positions them to counsel business owners and their advisors on a wide array of business issues ranging from building value within a business to identifying exit objectives, addressing key employee incentive planning and retention issues, incorporating business continuity planning, and establishing wealth preservation," said John Brown, President of Business Enterprise Institute.
The business owner community benefits from engaging an Exit Planning Professional who holds the BEI CExP™ designation by having greater confidence that the service they receive is professional in quality, adheres to ethical and industry standards of practice, and meets a level of expertise BEI deems credible and worthy of one of its certified members.
About Bill Black, CLU, ChFC
Bill Black started in the financial services business in 1983. He is President & Founder of Exit & Retirement Strategies, Inc. (ERSI), a business consulting firm with offices in Orange County, CA and Denver, CO that specializes in working with closely-held business owners to develop and coordinate Succession, Exit & Transition ("SET") Strategies for the successful transition or eventual sale of their business. He is the Past Chairman of the NFP Private Business Group, a national organization comprised of over 150 financial services professionals who develop programs for Private Business Owners.
Bill has been a featured speaker locally and nationally for industry organizations, and is an instructor for several programs on various advanced market topics for Agents and Brokers, and has conducted Continuing Professional Education programs for CPAs, Attorneys, and financial professionals, including "How to Develop a 3-10 Year Business Succession, Exit & Transition (SET) plan" and "Motivating & Retaining Key Employees to Increase the Value of Your Business." For more information visit http://www.Exit-Retire.com [ERSI website]
About the BEI Certified Exit Planner Designation
Business Enterprise Institute (BEI) trains and certifies BEI Certified Exit Planners (CExP™) to create comprehensive Exit Plans that meet the objectives of their business owner clients. Through training, rigorous testing and ongoing continuing education, CExP™ designation holders provide comprehensive, professionally executed Exit Planning services. BEI requires specific training as a prerequisite to certification to assure that practitioners have the knowledge and understanding necessary to perform competent services, and to assure a level of consistency and continuity in their work product. A primary requirement for becoming a CExP™ is to hold a valid license as a Certified Public Accountant, Attorney, Certified Financial Planner, Chartered Life Underwriter, Chartered Financial Consultant or equivalent professional experience. For more information, visit http://www.certifiedexitplanner.com [Certified Exit Planner]
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