Overcome the Emotional Dynamics of the Exit With:
Key Emotions That Can Kill the Deal Process
Course Overview
Navigating the exit planning process is never just about numbers—it’s about people. Business owners face emotional challenges that can easily derail even the most meticulously planned exit strategies. The Key Emotions That Can Kill the Deal Process course, dives deep into these emotional dynamics, providing you with the critical tools to guide your clients through them with confidence.
Whether you're a seasoned advisor or new to the world of exit planning, this course will equip you with actionable strategies to help your clients manage the five key emotions that often emerge during the exit process. By learning to recognize and address these emotions, you’ll be empowered to keep deals on track, avoid costly delays, and ensure smoother transitions.
In this course, you’ll gain valuable insights from Scott Couchenour, a 4th Quarter Coach with decades of experience in family business and coaching. His real-world wisdom will help you develop the emotional intelligence necessary to not only navigate the complexities of the exit process but also build lasting relationships with your clients based on trust and support.
Attendees will gain further knowledge on:
- Identify and Analyze Emotional Dynamics in General
- Develop Conflict Resolution Strategies
- Facilitate Emotional Detachment
- Alleviate Retirement Anxiety
- Prevent Decision Paralysis Due to Fear of Regret
- Manage Loss of Identity
Downloadables Offered in This Course:
- Course Slides
- The Five Exit Emotions Handout
- Mastering The Inner World Of The Exit Process Handout
Course Details
EPI Academy Brochure
For more details on this course, and other EPI Academy courses, download the brochure.
Register for This Course
Course Curriculum:
MODULE ONE:
Introduction
- Develop emotional awareness and resilience
- Enhance conflict resolution and communication skills
- Support confident decision-making through life transitions
MODULE TWO:
Conflict (Case Study John)
- Address common sources of conflict
- Develop strategies to navigate emotionally charged conversations
- Build practical tools for fostering collaboration
MODULE THREE:
Emotional Attachment (Case Study Sarah)
- Learn techniques for managing personal investment
- Address legacy concerns and emotional ties
- Develop strategies to cope with fear of loss
MODULE FOUR:
Retirement Anxiety (Case Study Tom)
- Address the loss of purpose
- Develop strategies to ensure financial security
- Tackle the fear of boredom
MODULE FIVE:
Fear of Regret (Case Study David)
- Address missed opportunities
- Reduce fear of making the wrong decision
- Manage legacy concerns
MODULE SIX:
Loss of Identity (Case Study Lisa)
- Navigate the question, "Who am I without the business?"
- Address concerns about losing influence
- Create a sense of structure post-transition
CONQUER EMOTIONAL DEAL BREAKERS
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Meet Your Instructor
Scott Couchenour, brings over 30 years of experience in family business and more than 20 years as a coach, specializing in helping professionals navigate major life and career transitions. As the founder of Serving Strong Enterprises, Scott supports individuals in their pursuit of purpose, clarity, and confidence in what’s often the most pivotal season of life.
Following his own unplanned business exit, Scott became the partner he wishes he had during that time—someone who understands the uncertainty, identity shifts, and emotional weight that come with major change. Today, he equips others with the tools, mindset, and encouragement to move forward intentionally and without regret.