The Exit Checklist

Webinar from Exit Planning Institute™ & The Value Builder System™

The Exit Checklist

When it comes to planning an exit, most business owners shrug this off as something to think about in the future.

While you help your clients build a valuable (and likely sellable) business, many owners wait too long to start planning their next chapter. Our research suggests that almost half don’t have a transition plan at all.

The result? They experience post-exit regrets and financial disappointment.

Join Laura Ferguson, VP of Sales & Business Development of The Value Builder System™, for a webinar on June 21st at 1:00pm EST. She will share a simple checklist that you can start using with clients to kick off their future exit plan, whether they are ready for an exit tomorrow or looking to run their business for years to come.

In this webinar you will learn:

  • The 5 essential questions to ask every business owner to ensure a happy and lucrative exit.
  • Which 2 major factors lead business owners to sell.
  • How to make sure a business owner’s reasons for leaving correspond to the type of exit they’re planning.
  • The one tool you should use to help align your clients with their walk-away number.


About the Presenter:

This webinar will be presented by Laura Ferguson, Vice President, Sales & Business Development at The Value Builder System™.

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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 Presenter

Laura Ferguson

Laura Ferguson

Vice President, Sales & Business Development,
The Value Builder System™


Laura Ferguson is the Vice President, Sales & Business Development at The Value Builder System™, and her mission is to help business advisors (and their clients) succeed. As a former business consultant and entrepreneur, Laura specializes in helping business owners in the start-up phase with sales, marketing, and operations. In addition, she is a passionate public speaker and mindset coach that enjoys sharing insights into the psychology of selling. Laura continues to bring a customer-first focus into each role she tackles, positively impacting both the publishing and non-profit space before joining The Value Builder System™ in 2017.

The Value Builder System™ is a Practice Management Software that helps Business Advisors automate their processes to win and keep the best clients. Our platform includes tools which enables you to attract, qualify, nurture, convert and advise owners on building the value of their company. The Value Builder System™ offers three cloud-based discovery questionnaires you can use to attract and qualify leads. Our marketing automation platform enables you to nurture and advance your contacts. The Value Builder System™ also includes a valuation algorithm that you can use to benchmark and track the value of your client’s business. Our cloud-based Learning Management System (LMS) enables you to advise your clients through the essential steps of building value.