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.
Learning Objectives:
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
Event Details
Who Should Attend?
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Attorneys
You have close relationships with clients, and can benefit from being the first advisor to introduce the idea of exit planning.
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CPAs/Accountants
Owners participating in the State of Owner Readiness research continue to indicate that you are the No. 1 "Most Trusted Advisor." You are a natural fit to lead the exit planning team and deepen your relationship (and retention) of next generation owners.
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Wealth Managers
You’re a skilled relationship person. Being entangled into your clients’ professional lives matters as you build a strategy to manage their wealth upon them harvesting it from their business. Exit planning allows you to build a deeper relationship with your client, expands your COI network, while giving you an early seat at table well before the liquidity event.
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Financial Advisors
One of the critical ‘legs of the stool’ is personal financing planning. An owner must have a strong financial plan & contingency plan post-transition to enable them to thrive in the next act of the lives personally and financially. Exit planning brings this future mindset into the present. Exit is now.
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Valuation Analysts
Valuation is both a billable engagement AND an opportunity to provide owners some perspective on how to accelerate value drivers (and deal with value killers). Use exit planning to make that valuation into a longer term value acceleration engagement.
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.
ABOUT THE PRESENTER
With a background in financial services and SaaS, Michael Brady excels at bridging the gap between theory and execution. With 10 years of experience serving small business owners, he has trained over 100 licensed representatives in financial services and is a technology solutions expert for financial professionals. Michael offers a wealth of information in an engaging and easily digestible manner—making his insights something you won't want to miss.
