Please complete and submit your Certified Business Exit Consultant (CBEC) Application
After you have submitted your application you will be directed to pay the $350 CBEC application fee, after which you will be contacted by the International Exit Planning Association/Pinnacle Equity Solutions within the 3 business days to complete the application and registration process for the CBEC credentialing program.

If you have any questions contact Pinnacle Equity Solutions at (781) 821-2608.

The Certified Business Exit Consultant® (CBEC®) designation is a comprehensive exit planning program designed to both educate and put you in the business of exit planning for privately-held business owners. 

Please note that we are interested in attracting and retaining the best exit planning candidates in the world. In order to assure this level of quality we need to gather quite a bit of information. Kindly note that all information gathered as part of this application will be held in strict confidence. Failure to be accepted into this program will not be discussed with anyone outside of the Consultants' Training Institute or Pinnacle Equity Solutions offices or outside of the Application Committee meetings and conversations. All personal and business information will be kept private.

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* Do you currently hold the CEPA designation? This makes you eligible for our accelerated CBEC program

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* I. Applicant Information

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* II. Practice Information
Please describe your practice (including the name of your firm)

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* How long have you been in business?

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* What is the main focus of your practice?

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* The number of clients actively represented

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* The number of professionals in your office

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* Who is your Broker/Dealer (if applicable)?

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* On a scale of 1-10 (1 being the lowest, 10 being the highest) please indicate your experience level

  1 2 3 4 5 6 7 8 9 10
Financial Planning
Brokerage Services
Consulting
Accounting
Insurance
Investment Banking
Money Management
Business Planning
Commercial Banking
Tax Planning
Legal
Valuation
Estate Planning

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* Advanced designations / certifications that you hold for each of the practice areas listed above

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* III. Goals & Practice Management
What do you hope to achieve for your practice with the CBEC® designation?

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* What Exit Planning services do you currently offer your clients?

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* What are your goals for prospecting new business owner clients?

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* Do you currently have a plan for marketing your advisory practice?

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* Do you have current business owner relationships with exit planning needs? Please describe:

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* How many owners have you sent an engagement to do an exit plan? Please describe:

Existing prospects
Please describe your existing prospects. Do NOT include owner names or company names, but do include details of your conversations and where you were stuck or feel like you lost the opportunity to engage or to complete the conversation or the exit plan. NOTE: The CBEC® preliminary work will include identification of at least twelve (12) 'qualified' business owners with whom you are familiar and are currently pursuing for an exit planning engagement. Our mentoring program will have you engaging these owners with conversations and with exit planning services.

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* Please describe your existing prospects.

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* Please list the sales training that you have had in your career:

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* What are you doing now to market your services to business owners?

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* Describe your challenges with sales and marketing

IV. Exit Planning Training & Practice Management
Exit Planning Training & Practice Management
Please indicate how far along you are with your Exit Strategies Training (check all that apply) and your current Practice Management through the Pinnacle Equity Solutions program(s):

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* Exit Strategies Training

Describe any other live presentation or educational events
Use this section to describe any other live presentation or educational events you have attended (describe the event, date and time).

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* Other live presentation or educational events

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* Please describe details of how your business was furthered without actually writing an exit plan

V. Agreement

Agreement
I consent to the personal background checks that accompany the Certified Business Exit Consultant® designation and wish to be considered for the training and certification program.

(NOTE: The Certification Committee does not review credit ratings with the major agencies as the notion has been dismissed that one's credit rating accurately indicates passion and aptitude for Business Exit Planning and Consulting work. The Committee will, however, screen for criminal records so applicants may want to disclose, with the submission of this application, an explanation of prior offenses).

Below are three (3) professional references and forthcoming is a non-refundable application fee of $350.00 which will be credited to the remaining costs for completion of my Certification.

If accepted into the CBEC® Program, I further agree that I will use my best efforts to follow the instructions that empower me to market and sell the exit planning service. I will document these efforts in my Exit Planning Training Modules and use these tools and the CBEC® system to advance my practice.
Professional References

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* Reference #1

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* Reference #2

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* Reference #3

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