Learn a unique approach to Value Acceleration with:
The 21-Step Guide to Succession and Exit Planning
Course Overview
As taught in the Certified Exit Planning Advisor (CEPA®) program, the Value Acceleration MethodologyTM was designed to be foundational and adaptable, so that different advisors can morph it into their different business models as needed.
In The 21-Step Guide to Succession and Exit Planning, you'll hear from veteran CEPA, Dr. Craig West, founder of Capitaliz and Succession Plus, as he takes you through his own proven 21-step process, used with over 800 business owners to help maximize business value and achieve a successful exit.
Attendees will gain further knowledge on:
- Understanding the critical factors to developing a successful exit plan
- Breaking down each of the five stages within the 21-step succession guide to get a clear few on how this can be approached
- Analyzing how advisors can implement this methodology into their own practice and with their own clients
This course is approved for Continuing Education credit at the following organizations:
Course Details
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Course Curriculum:
- Module 01: Identify Value
- Module 02-03: Business Insights Report
- Module 04: Protect Value
- Module 05-06: Maximize Value
- Module 07: Extract & Manage Value
- Module 08: Utilizing Exit Planning Software
SEE HOW VALUE ACCELERATION IS ADAPTED
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About the Instructor
Dr Craig West, is a strategic accountant and mentor with more than 25 years of experience in advising business owners on exit planning, succession, and mergers and acquisitions. Craig holds two master's degrees in Taxation Law and Accounting and Finance and has been a Certified Exit Planning Adviser (CEPA) since 2011.
Craig is the founder of Succession Plus, the largest Business Succession and Exit Planning consulting firm in Australia. He leads a team of experts who help clients maximize the value of their businesses and achieve successful exits. Additionally, he founded Capitaliz, a platform that connects businesses with investors and advisers for growth and exit opportunities. Since its establishment in 2009, Craig's consulting firm has worked with over 800 business owners.
In October 2014, he was awarded the Exit Planner of the Year at the Exit Planning Institute Annual Conference in Texas, USA, due to his innovative development of a 21 step exit planning process. In July 2022, he was awarded a Doctor of Business Administration for his research thesis titled "Examination of the key factors driving business exit options in Australian Small and Medium Enterprises".
Craig is passionate about educating and empowering business owners to achieve their personal, professional, and financial goals. He has authored four books, hosted three podcasts, and delivered several seminars and keynote presentations on exit planning, employee incentives, asset protection, and valuation. Craig is an engaging and highly sought-after presenter who has received international recognition and awards for his work in the field.