A new approach is needed to successfully help a potential $10 trillion of wealth transition over the next 15-20 years. The lack of results proves that the old ways of approaching exit planning aren’t working. Value Acceleration is the answer. It is based on a new paradigm that exit planning is simply good business strategy; a strategic business tool which results for owners today and positions them for a successful transition in the future. This training session teaches advisors basic principles of Value Acceleration and how to launch a new revenue stream to participate in the greatest wealth transfer in history.
Answer the following:
- Do you plan to tack on exit planning services to your existing firm’s offerings and want to understand how to achieve ROI?
- Are you launching a brand-new firm and want to adopt best practices to ensure critical path success?
- Do you want to be able to quickly identify exit planning client prospects and learn how to approach the exit planning conversation?
- Are you tired of trying to get your exit planning business off the ground and want to tap into the insights from a leader who has successfully done it?
If yes, the Exit Planning Practice Launch Workshop was designed with you in mind.
The Exit Planning Practice Launch Workshop is offered as a webinar three times a year to help exit planning advisors create action plans to implement exit planning services into an existing or standalone firm. It isn’t enough to hold a designation. You must know how to position yourself in the marketplace for business development, practice management, and client delivery success. This workshop shows you how.
Upon conclusion of this two-hour virtual training session,
attendees will be able to:
- Describe the market dynamics driving the need for Value Acceleration
- Describe the difference between a “Lifestyle” versus “Value Creator” business
- Describe to an owner why focusing on value is important
- Define Value Acceleration gates and site deliverables in each gate
- List the 4 Core Concepts that must be adopted for Value Acceleration to work
- Understand fee structure model and quantify the market opportunity
- Describe why premier companies achieve high multiples and the keys to accelerating value to a business owner
- Define specific key levers to launch a successful value acceleration practice