HOW CEPAS USE TECHNOLOGY TO PREPARE BUSINESS OWNERS FOR A SUCCESSFUL EXIT
Attendees will learn how to execute the Value Acceleration Methodology with efficiency while providing structure to their client engagements and prepare their clients for a successful exit.
Attendees will learn:
- How our product addresses all three legs of the stool – Business, Personal, and Financial goals, while reducing the burden on advisors who are facilitating this service.
- How MAUS built to align with the Value Acceleration Methodology.
- History of MAUS & EPI – Maus’ founder played an instrumental role in the development of the Value Acceleration Methodology utilized by EPI, contributing the “Common Sense Scoring” mechanism for business attractiveness and readiness indexes.
Thank you to our Sponsors
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.
- 10+ years in Financial Services
- 8 years as an Investment Advisor Representative of Servicing Families and Business Owners
- Regional Leader that has trained over 100+ licensed representatives in Financial Services
- Spent the last 24 months servicing the Valuation Software needs of M&A Advisors, CEPAs, and CVAs