GRF Tax Manager Stephen Boisvert, CPA, MST, CExP™, 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, Mr. Boisvert 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.
With over 36 years in the industry, GRF provides individuals and businesses with a broad range of tax services and expertise. Beyond preparing the tax return, you can count on tax advisory provided by seasoned CPAs to help you plan for major life events or changes in your business now and in the future. In addition to working with our U.S.-based clients, we help many individuals and businesses with the complexities of living or operating overseas, reporting foreign income and assets and taking advantage of exclusions, credits and treaty benefits. Complementing our tax planning and preparation services, GRF also has certificate and designation holders in business valuation, forensic accounting and exit planning available to assist with many types of specialty engagements. Visit our website at www.grfcpa.com for more information.
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 www.certifiedexitplanner.com.