We’ve wrapped up our credentialing program in Atlanta and have added 66 new CEPAs to the community. Big class, very exciting.
One of the areas we focused a lot on in discussion this week was not only the core competencies of a Certified Exit Planning Advisor, but also how to educate owners on what to do and how to do it when it comes to creating transferable value using exit planning.
Last year, Chris Snider (EPI CEO) hosted 12 webinars for owners called “90-Day Business Sprints” and broke down the eleven actions an owner must take to rapidly grow value and unlock wealth. We encourage advisors to watch those (they are free) and also consider using those same recordings or concepts to educate your own clients and prospects. Check them out below.
90-Day Business Sprints Broadcast Recording Archive:
Learn the concepts that accelerate business value and unlock the wealth housed in your business. And see those changes enhance your performance every 90 days using the Value Acceleration Methodology developed by 2016 Thought Leader of the Year and industry titan, Chris Snider, CEPA.
1. Overview of 11 Actions An Owner Must Take [watch now]
2. Shifting the Paradigm (Exit Planning is Business Strategy) [watch now]
3. Business is Personal (Aligning the Three Legs) [watch now]
4. Value AND Income (Focus on the goal: Value) [watch now]
5. Present Focus (Exit is now) [watch now]
6. Five Stages of Value Maturity [watch now]
7. TransferAbility (Managing Intangibles) [watch now]
8. Relentless Execution (The Difference in Success) [watch now]
9. Adopt a Process (Value Acceleration Methodology) [watch now]
10. How to Measure Your Results (Metrics & Scorecards) [watch now]
11. Team Play (Involving Key Parties) [watch now]
12. Your Investment (Time is Money) [watch now]
Created, hosted, and taught by EPI CEO, Christopher Snider.
We (EPI) really pride ourselves on being a hub for good information. Let me know if you’d like more practical info like this or if you’d prefer these in PPT format.
Knowledge is for everyone, and whether you are a CEPA or not, if you are helping business owners transition, this education is for you. If you would like to get a free copy of Walking to Destiny, I have about 10 I can give away per month so just shoot me an email and I’ll drop one in the mail for you.
Reach out to Josh Koza, EPI Client Experience Manager
His Role: Connecting CEPAs and the larger exit planning community with the best industry content, ongoing practice support, and an owner education platform. Reach out at (216) 712-4244.
About Exit Planning Institute:
The Exit Planning Institute (EPI) is an education company that provides exit planning education to advisors and middle market business owners. We view exit planning as a strategy, not an event.
EPI leads the professional services profession with the best industry content, ongoing support, and owner education platform, all of which align with our mission: Change the outcome.
Only 2 out of every 10 businesses that come to market actually sell. We want to increase the number of saleable businesses.
Only 30% of family businesses successfully transition to the second generation, only 12% transfer to the third, and the success rates diminish from there. We want to improve those intergenerational transitions.
Of those that succeed in the sale of their business, 75% experience “profound regret” within one year of exiting their business. We want to understand why and create strategies that achieve profound success, wealth, and satisfaction.
EPI is an education company, powered by an elite community of top advisors and owners, all focused toward creating a valuable, transferable future for the business marketplace.