Beau Morgan, an Associate in the firm’s Estate Planning and Administration practice group, has earned the highly regarded Certified Exit Planner (CExP™) designation through the Business Enterprise Institute (BEI). This certification, recognized as the gold standard in Exit Planning, equips Morgan with the tools to guide business owners through the complex process of exiting their companies. Through training, rigorous testing and in-depth Exit Plan Creation coursework, Morgan has demonstrated that he is qualified to provide comprehensive, professionally executed Exit Planning services to the business-owning community.

“Beau’s dedication to expanding his skill set to better serve clients is outstanding,” said Lisa Lehan, Chair of Koley Jessen’s Estate, Succession, and Tax Department. “His achievements enhance both the personalized service we provide to clients and the overall strength of our team in delivering tailored succession planning solutions.”

“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.

Koley Jessen attorneys Brandon Hamm, Clark Youngman, and Nathan Patterson are also BEI Certified Exit Planners.

About the BEI Certified Exit Planner Designation

The Business Enterprise Institute (BEI) awards the Certified Exit Planner (CExP™) designation to professionals who have completed specialized training and rigorous testing in Exit Planning. This certification equips practitioners to create detailed, expertly executed Exit Plans tailored to their clients' business objectives. BEI requires specific training to ensure that CExP™ holders possess the knowledge and skills needed for high-quality, consistent service. By adhering to these high standards, CExP™ professionals provide business owners with confidence in the quality and professionalism of the Exit Planning services they receive. For more information, visit exitplanning.com.