For CEPAs invested in growing their market impact while deepening client relationships while using education, thought leadership, and best-in-class content. The Owner Engagement Program platform provides you access to licensed owner education content and executive coaching in the areas of exit planning engagement execution and marketing strategy. This level is the only advisor membership in the exit planning industry that offers the newly-released OwnerRoundtable Series, a proven, transformational piece of your business development strategy. In addition to all benefits from Credentialed and Mastermind membership levels, Owner Engagement Program benefits include:
OwnerRoundtable (ORT) Series (UP TO 5 USERS)
- Launch Release: Value Maturity Index
- ORT Marketing: Written event strategy, invitations, digital, email templates
- ORT Delivery: Scripts, materials, presentations, handouts
- ORT Training: Virtual training with your executive team
- ORT Assessment: Initial analysis of existing client opportunity
- Next Release: 4Cs; Reunion
- Next Release: Owner Focus Group; Exit Panels
Leveraging a Proven Process with Owners
Once you’ve signed up for the Owner Engagement Program, you will be invited to the next approaching Discovery Day two-day training (hosted at EPI Headquarters) where you will learn how to execute the OwnerRoundtable Series as well as best practices to launching your program.
You will also receive an individualized mini-marketing assessment with EPI’s executive marketing expert(s) and will be able to visualize and formulate in real terms how to come to market and where to begin.
"Perfect format to help all of us educate business owners"
I think the materials are very well done. The program is ready for the CEPA to roll out a professional and thoroughly planned event. This will be easy to take to teams or referral sources and sell them on putting this event on for their clients.
- Amy Wirtz, J.D., CEPA, - Family & Business Success, LLC