Accounting Firm Strategy Webinar Series

Integrating Business Owner Engagement Tactics Into Your Firm in 2021

Accounting Firm Strategy Webinar Series


Integrating Business Owner Engagement Tactics into Your Firm in 2021

This three-part webinar series, hosted by the Exit Planning Institute, will show CPAs and their firms how to effectively engage and build deeper relationships with business owners. All while introducing entangling services such as exit planning, succession planning, value growth and other consultative services.

The Exit Planning Institute is the leading authority on exit planning and value acceleration. Having credentialed more than 2,000 Certified Exit Planning Advisors and worked with more than 30,000 advisors and firms across the US, EPI has the process, methodology and systems to help CPAs continue to hold a seat at the owners table as their most trusted advisor.

 

Session Topics

 

Session 1

 

Session 2

Session 3

 


 

You may also be interested in the EPI Rapidly Accelerate Value: The 4 Cs webinar series. To explore the series, click here.


Want more exit planning education?

Click here to see our full webinar lineup for the year.