Twin Value Gaps: Lining up the Personal Wealth Plan and Company Strategy


Twin Value Gaps: Lining up the Personal Wealth Plan and Company Strategy

For the typical business owner, the business represents 80% of their net worth. However, most owners do not understand the real value of this asset, or it’s ability to transfer ownership. This creates an opportunity to sell business advisory services based on twin value gaps. These services include helping maximize the value of the business, which prevents a gap in the money needed to fund the wealth plan. By analyzing business strength and value early in the process, Exit Planners can make sure their clients have a transferable asset that serves their life goals –and build themselves a  thriving consulting practice.


  • Understand the “at risk” value inherent in the business
  • Learn how to do an initial assessment of company strength and value
  • Learn about the direct link between operational strength and enterprise value
  • Learn techniques to begin the business consulting conversation




Thank you to our sponsor:






The EPI Local Chapter is different than other groups because it brings together a diverse group of professionals from a wide range of specialties that can naturally work collaboratively on exit planning, succession planning, value growth, transaction or any engagement from both sides of the equation. The chapter meets regularly to network, reconnect, grow knowledge, and sharpen their skills with a common goal: Change the outcome for transitioning business owners. Make plans to join us for future events and connect with the local leadership by visiting

George Sandmann

George Sandmann

President & CEO CoreValue Advisor Software

Contact George

Meet George Sandmann:

George is a veteran entrepreneur who drives results. A business process wonk, his ~25 years experience have yielded many successes. Bottom line, George runs a trim fighting ship and excels at transforming good ideas into profits. His skill and drive have helped CoreValue become the #1 best-selling business consulting system.

Specialties: executive management, market strategy, and business development. Key background in Operations and Sales and Marketing.

CoreValue Advisor Software is the #1 Best-Selling Business Consulting System.

Business advisors –CPAs, Management Consultants, and Financial Advisors– use the CoreValue system to start or standardize their consulting practice. With CoreValue you get the best methodology, to generate the best client results, teach everyone your approach so you can scale, market your new practice and get the support you need, quickly, at a price within reach.

CoreValue is trusted by business executives and their advisors of companies totaling $142 Billion in revenues to capture an average value growth opportunity of 27.4%. CoreValue’s free Discover Report generates consulting leads; CoreValue’s deep-dive analysis and executable growth plan have increased client value over $4B –delivering real good for advisors and their clients.

Continuing Education

CEPAs receive 1 CE credit

CPAs receive 0 CPE credit

*Proper documentation must be collected and submitted to qualify for continuing education.

cpe-logo-png-full-colorThe Exit Planning Institute (EPI) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website at: