Thrivent Approved Content: Public
Pieces that have been approved for use through the Thrivent compliance department.
Thrivent Approved Workshops: Public
Pieces that have been approved for use through the Thrivent compliance department.
Understanding Your Business Value Whitepaper
Utilizing the Five Stages of Value Maturity to Ready Businesses (and Business Owners) for an Exit
Walking You Through the Perfect Exit Whitepaper
We dive deep into the importance of personal planning and uncovering your personal purpose.
5-4-3-2-1 Whitepaper
This whitepaper takes the Value Acceleration Methodology and breaks it into 5 easy concepts.
Case Study: A Framework to Build Value
A Case Study on How to Apply the Value Acceleration Methodology in your Business
Case Study: How to Strategically Build Transferrable Value
The Five Stages of Value Maturity impact the growth and ultimate sale of a real business.
Case Study: Human Capital, The Exit Planning Institute
How Exit Planning Institute Focused on Improving Their Human Capital
Case Study: The Value of Transitioning a Business to its Employees
Learn more about Happy Earth Cleaning’s transition from LLC to Co-operative.
CE Questions Day 1 Answers
Here are your answers to Day 1 of your CE questions.
Decentralizing the Business Owner
Do you know the risks in with a business that is completely dependent on the owner?
EPI Academy: Basics of Value Acceleration
This course was created as an introduction to exit planning for both business owners and advisors. Kickstart your exit planning education.
EPI Academy: CEPA Program Exam Prep Course
What is the secret to passing your Certified Exit Planning Advisor (CEPA) Exam? It's as simple as understanding what you need to know on exam day and this course will help you discover that.
EPI Academy: Determining Enterprise Value
What’s your business worth in the open market? Discover the language, terminology, and numbers involved in the business valuation process, and how they are applied in real-life scenarios.
EPI Academy: Marketing for the Professional Advisor Masterclass
This five-part, on-demand, interactive masterclass arms you with clear techniques and strategic implementations to improve marketing and sales performance.
EPI Academy: Practice Launch Lite
It isn’t enough to hold a credential. You must know how to position yourself in the marketplace for business development, practice management, and client delivery success.
EPI Academy: Team Building - Defining Well Functioning Teams
Gain a better understanding of why, when, and where to utilize teams, as well as impactful tools and strategies to put your knowledge into practice.
Five Stages of Value Maturity Infographic
An in-depth look at the Five Stages of Value Maturity
Thrivent Approved Content: Internal
Pieces that have been approved for use through the Thrivent compliance department.
Thrivent Approved Content: Public
Pieces that have been approved for use through the Thrivent compliance department.
Thrivent Approved Workshops: Public
Pieces that have been approved for use through the Thrivent compliance department.
Understanding Your Business Value Whitepaper
Utilizing the Five Stages of Value Maturity to Ready Businesses (and Business Owners) for an Exit
Walking You Through the Perfect Exit Whitepaper
We dive deep into the importance of personal planning and uncovering your personal purpose.
5-4-3-2-1 Whitepaper
This whitepaper takes the Value Acceleration Methodology and breaks it into 5 easy concepts.
Case Study: A Framework to Build Value
A Case Study on How to Apply the Value Acceleration Methodology in your Business
Case Study: How to Strategically Build Transferrable Value
The Five Stages of Value Maturity impact the growth and ultimate sale of a real business.
Case Study: Human Capital, The Exit Planning Institute
How Exit Planning Institute Focused on Improving Their Human Capital