Learn from a practical, advisor-focused course that explores how to guide families through the emotional, relational, and strategic complexities of multi-generational wealth transfer.

Whether you're a seasoned advisor or new to the world of exit planning, this course will equip you with actionable strategies to help your clients manage the five key emotions that often emerge during the exit process.

The Personal Planning Deep Dive course helps advisors understand the vital role of personal planning in business transitions, covering key components, resources, and the CEPA®’s role in the process.

The Accelerating Value by Maximizing IP course helps advisors identify, protect, and monetize intellectual property to drive business value, guided by IP expert and CEPA® Rich Goldstein.

Join veteran CEPA, Sean Hutchinson, to gain a better understanding of how the Value Acceleration process can play out, and how to identify the value drivers and killers throughout.

Dive into the private equity investment process. Utilizing a case study example that showcases what takes place in the beginning stages of sourcing a transaction, all the way until exit.

Gain powerful tools and vital information on how to add exit planning services to your already established practice and ultimately make a much more significant impact on clients.

Dr. Craig West shares his own proven succession process used with over 800 business owners. Showcasing how the Value Acceleration Methodology can be adapted.

Learn how to help business family clients transition successfully to the next generation, focusing Value Acceleration efforts on the entire family, instead of just the owner.