CEPA IMMERSION EVENT
Are you a Certified Exit Planning Advisor (CEPA®) seeking to deepen your impact with business owner clients? Join us for a transformative immersion training designed to elevate your advisory practice.
Led by Cultivate Advisors:
With firsthand experience working with business owners, these experts from Cultivate Advisors bring invaluable insights into what business owners seek from their advisors.
Have you ever wondered:
- Why do owners ghost you?
- Why do owners fail to engage in holistic planning?
- Why are owners firing you after the exit?
In these CEPA Immersion Events, pull back the curtain on how owners think and what you need to be prepared to do and say to avoid these traps. The experts from Cultivate Advisors will share tools, playbooks, and frameworks designed for CEPAs that the company has used to engage more than 3,000 business owners over the past decade.
Why Attend:
This isn't theoretical training. You'll gain access to the exact playbooks and tools that have been instrumental in engaging business owners in the Value Acceleration Methodology™. Tailored specifically for CEPA wealth management professionals, this session will empower you to:
- Enhance your advisory approach with actionable strategies.
- Build deeper, more meaningful client relationships.
- Ensure your role remains pivotal throughout the business owner's journey, from growth to exit and beyond.
You'll Learn How To:
✅ Position yourself as the trusted financial advisor business owners need.
✅ Build a Business Owner System that differentiates you in a crowded market.
✅ Understand the business owner mindset to forge lasting client relationships.
✅ Implement simple, proven Value Acceleration owner engagement strategies
✅ Master Enterprise Value talk tracks that open new client opportunities.
✅ Break down a business to uncover growth and advisory opportunities.
✅ Implement a repeatable, scalable process specifically designed for business owners.
Key Takeaways:
- Overcome Owner Resistance: Learn strategies to initiate meaningful conversations that resonate with business owners' goals and challenges.
- Establish Peer-Level Trust: Position yourself not just as an advisor, but as a strategic partner integral to their business and personal success.
- Drive Early and Sustained Engagement: Implement proven frameworks to engage & maintain long-term client relationships, ensuring you're part of the journey well before and after the exit event.
This event counts towards the following Continuing Education Hours:
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Value Acceleration Knowledge Hours: 3.5 Hours
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CFP Hours: 3.5 Hours
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CPE Hours: 3.5
In order to be eligible for CE hours, attendees must participate in the full program and each breakout session.
Event Details
Who Should Attend?
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Wealth Managers
You’re a skilled relationship person. Being entangled into your clients’ professional lives matters as you build a strategy to manage their wealth upon them harvesting it from their business. Exit planning allows you to build a deeper relationship with your client, expands your COI network, while giving you an early seat at table well before the liquidity event.
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Financial Advisors
One of the critical ‘legs of the stool’ is personal financing planning. An owner must have a strong financial plan & contingency plan post-transition to enable them to thrive in the next act of the lives personally and financially. Exit planning brings this future mindset into the present. Exit is now.
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Investment Bankers
Only 2 of every 10 businesses that come to market actually sell. Learn how exit planning can bring attractive AND ready business to your purview.
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Estate Planners
Exit planning is a natural fit for estate planners who want to operate more holistically with their owner clients.
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Professional Advisors
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
Director of Strategic Partnerships, Cultivate Advisors
Jeff Armstrong is Director of Strategic Partnerships at Cultivate Advisors, where he builds partnerships with financial advisors to help them better serve business owner clients and prospects.
With more than 30 years of experience as a business owner, sales leader, and strategist, Jeff helps financial advisors deepen relationships with business owners through more meaningful conversations about growth, enterprise value, and the business itself.
Co-Founder, Cultivate Advisors
As Co-Founder of Cultivate, one of the largest business advising and value acceleration firms in the country, Dan and his team work with more than 1,100 businesses every year to grow enterprise value and prepare owners for whatever comes next. Along the way, he has become a leading voice on how professional advisors can partner strategically to serve business owners more completely than any one firm could alone.
Dan’s specialty is designing win-win-win partnerships, relationships where the financial advisor, the value acceleration partner, and the business owner all come out ahead. He has helped financial professionals move from managing the owner’s personal portfolio to influencing the owner’s most valuable asset: the business itself. The result is deeper client loyalty, larger and earlier roles in exit and succession planning, and new revenue streams for the advisors who embrace it.
Guided by Cultivate’s vision of A World Made Better By Entrepreneurs, Dan brings a practical, field-tested playbook for advisors who want to become the first call their business-owner clients make