In an effort to provide the professional advisory community with as much education as possible, EPI is proud to announce our new live broadcast that will feature a monthly-themed webinar series: Mastering Exit Planning.
The Mastering Exit Planning Series combines downloadable content, tools and webinars to give attendees deeper knowledge of the value acceleration methodology and exit planning process.
This is a four-part, monthly-themed series that features industry masters and partners. Each part of the series includes downloadable content and gives attendees an opportunity to interact with the industry masters live through zoom conference calls.
The series can be viewed as individual parts and/or the attendee can follow each week as the series builds upon each other throughout the month.
New Monthly Themes
Each month, the webinars will surround one specific theme. With a four-part series, we will continue to build upon what we covered in the previous weeks. This gives us an opportunity to build a quality series that more deeply explores critical and relevant topics.
The Benefits of Themed Months:
- Newer CEPAs will have a chance to further their education even after completing the CEPA program
- Gives veteran CEPAs an opportunity to hone in their skills
- Provides non-CEPAs, including business owners, with a better understanding of exit planning and growth-oriented topics
This Month’s Theme: The Triggering Event
The Triggering Event is an assessment that allows both the business advisor and the business owner to understand the value of the company as it is today. It also shows the potential value of the company if appropriate value acceleration or exit planning tactics were in place. In this webinar we will discuss the basic of identifying and assessing value, how you can utilize the triggering event to better understand that value and how to use this engagement to increase value overtime.
Join EPI’s brand-new webinar series as each session takes you through a different element of the Triggering Event. From learning the basics or the methodology, to real life application stories, and everything else in between.
Find more details on each session below:
July 7 | Register Now
July 21 | Register Now
|July 28 | Register Now||August 4 | Register Now|