Moving from transactional services to consultative services is a different strategy and approach. When engaging owners to actively grow value in their companies and position for an effective exit, the CPA must understand not only what generation their owner or the owner’s family members are a part of, but understand the ways in which the owners mindset needs to shift and what effectively makes it shift. During this webinar, EPI will help CPAs identify their exit planning prospects, and show the opportunity in cross-selling (exit planning identifies multiple services from valuation, to audit, wealth management, technology needs, etc.). You’ll also see examples of marketing and business development tactics that have had major success.
About the Presenter:
Learn from industry expert Scott Snider, Vice President, Exit Planning Institute.Meet the Presenter
About the Accounting Firm Strategy Series:
This three-part webinar series, hosted by the Exit Planning Institute, will show CPAs and their firms how to effectively engage and build deeper relationships with business owners. All while introducing entangling services such as exit planning, succession planning, value growth and other consultative services.