THE CPA PLAYBOOK FOR BETTER OWNER ENGAGEMENT

The award-winning Value Acceleration Methodology is the leading process to help businesses rapidly grow value, align goals, and harvest the value from their company. Exiting not just successfully but significantly. According to State of Owner Readiness research, 80% of owners have no formal value growth or transition team, 90% have done no personal planning and nearly 50% of owners have done no planning at all. How do we as CPAs, the owners most trusted advisor by far, begin to get the owner to act for themselves and for us, so we can retain better clients for generations to come. During this session we will introduce the methodology that intrigues and empowers business owners to act! 

Learning Objectives:

  • Introduce you to the fundamentals of the Value Acceleration Methodology. 
  • Define the Exit Planning Ecosystem and the CPAs opportunity. 
  • Explore the process for rapidly growing value. 

Event Description

Join Scott Snider, President of Exit Planning Institute as we discuss how the award-winning Value Acceleration Methodology is the leading process to help businesses rapidly grow value, align goals, and harvest the value from their company. Exiting not just successfully but significantly.

Event Details

Date: Tuesday, May 14, 2024
Time: 1:00 pm - 1:00 pm Eastern Time
Where: Zoom
Cost: Free
EPI Hours: 1
Register Now

Who Should Attend?

  • CPAs/Accountants

    Owners participating in the State of Owner Readiness research continue to indicate that you are the No. 1 "Most Trusted Advisor." You are a natural fit to lead the exit planning team and deepen your relationship (and retention) of next generation owners.

EXIT PLANNING IS GOOD BUSINESS STRATEGY

The Exit Planning Institute, provides Financial Advisors, Accountants, Consultants, and other advisors of business owners with the critical education to differentiate themselves and add value to their existing client relationships through a credential, conference, courses, and content. Download the CEPA brochure for more information.

ABOUT THE PRESENTER