Where are the Value Advisors?

THE EXIT PLANNING ADVISOR PLAYBOOK WEBINAR SERIES

Where are the Value Advisors?


The Exit Planning Institute identifies CEPAs who are executing exit planning engagements with business owners as Value Advisors. These advisors could be a part of a multi-service firm like an investment banking firm or an accounting firm. Though these value advisors are likely value growth consultants executing the entire exit planning process with an owner and managing the owners transition advisory team.  However, uniquely Value Advisors only make up about 15% of the EPI Community yet serve one of the most critical roles.

During this webinar get introduced to some of the Value Advisor CEPAs, learn about how they are working with business owners and their different processes in doing so while embracing the Value Acceleration Methodology as well as how you can collaborate with them.

This webinar is great for fellow Value Advisors looking to drive best practices or financial advisors, CPAs, attorneys and others not conducting the exit planning work as these Value Advisors can help put your owners on a fast track to building a significant and valuable company.

Learning Objectives:

  • Understand the value creation process
  • Understand how to integrate on exit planning teams
  • Understand what value advisors are looking for when working with business owners

 

 

About The Exit Planning Advisor Playbook Series:

The EPI Exit Planning Advisor Playbook Webinar Series is a FREE web-based continuing education presentation for EPI members and the general public.

How are financial advisors, accountants, consultants, attorneys, and M&A advisors implementing what they learned through EPI inside of their practices and with their owners? This webinar series is for professional advisors who are looking to build out a significant practice by incorporating exit planning concepts and processes into their marketing and services. Advisors also want to drive best practices and have better conversations with business owners. This series will feature experts in practice development, practice management, marketing and branding, delivery of exit planning services, tools and resources, and strategic planning. Accompanying speakers will be advisors just like you, sharing their stories. Register today and enhance your exit planning knowledge every month with EPI!

Register for the webinar.



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About the Presenters


Scott Snider

Scott Snider

Vice President,
Exit Planning Institute

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Pat Ennis

Pat Ennis

President,
ENNIS Legacy Partners

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Corby Megorden

Corby Megorden

Partner,
ENNIS Legacy Partners

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Martha Sullivan, CPA, ABV, CM&AA, CEPA, CVA

Martha Sullivan, CPA, ABV, CM&AA, CEPA, CVA

President,
Provence Hill Consulting

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Sean Hutchinson, CEPA, CMAA

Sean Hutchinson, CEPA, CMAA

RFN Global Partner, Strategic Development and Partnerships (USA),
RFN Academy

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Vincent Mastrovito, CEPA, CEBC

Vincent Mastrovito, CEPA, CEBC

Family Business Architect,
Prometis Partners Inc.

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