Join veteran CEPA, Sean Hutchinson, to gain a better understanding of how the Value Acceleration process can play out, and how to identify the value drivers and killers throughout.

Dive into the private equity investment process. Utilizing a case study example that showcases what takes place in the beginning stages of sourcing a transaction, all the way until exit.

Gain powerful tools and vital information on how to add exit planning services to your already established practice and ultimately make a much more significant impact on clients.

Dr. Craig West shares his own proven succession process used with over 800 business owners. Showcasing how the Value Acceleration Methodology can be adapted.

Learn how to help business family clients transition successfully to the next generation, focusing Value Acceleration efforts on the entire family, instead of just the owner.

Learn the answers to some of the most frequently asked questions that business owner's often have when it comes to employee stock ownership plans.

Learn how to identify, attract, nurture, and close qualified candidates in your target market of business owners.

See how financial advisors can incorporate the Value Acceleration Methodology^TM into your client services, and your own practice.

Join award-winning CEPA, Julie Keyes, as she takes you through everything she has learned over the years in building a successful exit planning practice.