The First 90 150 Days –

Starting the Exit Planning Process

EXIT PLANNING IN ACTION WEBINAR SERIES

The First 150 Days -
Starting the Exit Planning Process


Conventionally, CEPA’s think of the Exit Planning Process as starting once a client engages you/your firm. We believe that the Exit Planning Process begins well in advance of the engagement letter being signed. Join us as we discuss the Pre-Engagement Process, A value added discovery process over the first 90 days once a client engages and the first 30 days post discovery.

 

Learning Objectives:

  • Effective Introductory Meetings with Potential Clients
  • Collaboration with your Centers of Influence and Referring Advisors Pre-Engagement
  • Improving Close Rates
  • What constitutes a great discovery process?
  • You’ve completed discovery. Now what?

 

About the Exit Planning in Action Series:

This webinar series is full of deep dive case studies and real-life stories from the field. Learn how the Value Acceleration Methodology is implemented with business owners in both the early stages (pre-client) and the exit planning and value growth processes (client stage). Experts will introduce their stories and utilize case studies to dive deep into specific exit planning ecosystem topics over the course of a two-hour interactive and engaging virtual session.

The EPI Exit Planning in Action Webinar Series is a FREE web-based continuing education presentation for EPI members and the general public. Topics for the webinars complement the EPI Value Acceleration Methodology, a process created by Christopher Snider, and taught in or at the Certified Exit Planning Advisor (CEPA) Program. These one-hour educational broadcasts are taught by industry experts from across the nation. Review upcoming broadcasts below.

 

BEST INDUSTRY CONTENT

Exit planning is one of the fasting growing industries in the financial/professional services industry and EPI is committed to bringing you the best industry content, right at your fingertips! We are proud to offer hundreds of free webinars each year to keep you current on technical, business development, and special interest topics: designed to help you sharpen your skills and advance your career.

About the Presenters


Melisa Silverman, CEPA

Melisa Silverman, CEPA

Managing Partner,
The Founders Group

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Jeffrey Kates, CEPA, MBA

Jeffrey Kates, CEPA, MBA

Partner,
The Founders Group

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