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Nathan Patterson Obtains Certified Exit Planner Designation


Nathan Patterson, an Associate in Koley Jessen’s Estate, Succession, and Tax Department has earned his BEI Certified Exit Planner (CExP™) designation. This designation is the gold standard for Exit Planning certification.

Nate participated in extensive training, in-depth Exit Plan Creation coursework, and rigorous testing to demonstrate his qualifications to provide comprehensive, professionally executed Exit Planning services to the business-owning community.

“We are excited to add another BEI Certified Exit Planner to our roster,” says Lisa Lehan, Chair of the Estate, Succession and Tax Department at Koley Jessen. “Nate took the initiative to pursue this designation early in his career, and it will serve him well as he continues to grow his succession planning client base.”

“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 Shareholders Brandon Hamm and Clark Youngman are also BEI Certified Exit Planners.

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


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