MASTERING THE TRIGGERING EVENT
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Mastering the Triggering Event Workshop

During this interactive workshop professional advisors will participate in three modules that will:

  1. Help them better understand how to conduct the enterprise value assessment
  2. Teach effective ways to engage business owners and manage engagements
  3. Provide a review of the tools and deliverables used
  4. Guide them on how to effectively manage teams of professional advisors from multiple disciplines.

What is the Triggering Event?

Introduced to the profession by EPI CEO, Christopher Snider, CEPA, the Value Acceleration Methodology™ is the process taught at the CEPA Program which integrates exit strategy into business, personal, and financial goals of the business owner. The process consists of three major components, referred to as the “three legs of the stool”: 1) Maximizing business value, 2) Personal financial planning, and 3) Life after business planning. The process teaches that exit strategy is business strategy.

The first step in the Value Acceleration Methodology is to identify what value the business currently has and diagnose the transferable value killers within the organization. This enterprise value assessment correlates to a range of value for comparable companies, which provides a baseline measurement of value moving forward. This is needed to produce a prioritized action plan for business planning, tax and estate planning, and personal planning. This discovery phase of Value Acceleration is called the Triggering Event.

The Triggering Event correlates a business valuation to a business owner’s personal, financial, and business assessments. All businesses trade in a range of value. Where a business sits in that range of value is based on three factors: (1) the results of financial analysis and benchmarking; (2) an attractiveness score; and (3) a readiness score.

 

ONLY OFFERED AT THE EXIT PLANNING SUMMIT

The Mastering the Triggering Event Workshop is offered once a year on the third day of the Exit Planning Summit.  The Exit Planning Summit is the “Super Bowl” for Exit Planning Experts, Advisors, and Middle Market Business Owners. It contains the best content taught by top experts in the marketplace. The Summit brings together 200 of the top CEPAs a part of EPI, combined with other leading advisors, thought leaders, and partners within the exit planning space.

Early Bird Registration Discounted Member Registration

Preparing for the Course

During this interactive workshop professional advisors will participate in three modules that will: 1) help them better understand how to conduct the enterprise value assessment, 2) teach effective ways to engage business owners and manage engagements, 3) provide a review of the tools and deliverables used, and 4) guide them on how to effectively manage teams of professional advisors from multiple disciplines.

Modules

Module One: Conducting the Enterprise Value Assessment Part 1 & 2
Learn effective ways to conduct this interview with the owner while using the enterprise value assessment tool. Learn how to score the owner, ask thought-provoking questions and help the owner navigate through the process.

Module Two: Effective Owner Engagement and Project Management
Review the tools and deliverables used during the assessment and learn how to incorporate key philosophies from Mastering the Rockefeller Habits.

Module Three: Leadership and Organizational Skills for Professional Advisors
Learn the project management skills needed to see the engagement through while learning how to: 1) manage a multi-disciplinary team of advisors, 2) manage the client’s expectations, and 3) manage the client’s employees involved in the process.

Program Highlights

  • Participate in 3 deep-dive modules taught in an interactive, workshop-style environment
  • Gain an increased understanding of how to conduct the enterprise value assessment
  • Learn how to efficiently create & deliver prioritized action plans
  • Obtain access to key tools & templates including engagement letters, project templates, planning pyramid, and dashboards & scorecards.
  • Earn up to 6.5 hours of CE credit

After attending the workshop, attendees will be able to:

  • Conduct an enterprise value assessment
  • Create & deliver prioritized action plans to business owners
  • Engage owners and manage project deliverables
  • Manage a team of advisors, owners and their families

Event Logistics and Details

  • Date: Wednesday, September 26th, 2018
  • Time: 8:00am until 4:30pm
  • Location: Nashville, TN
  • Lodging: Hilton Nashville Downtown 
  • Meals: Breakfast and lunch provided

Contact Josh Koza for additional details and candidate resources available.

Contact EPI

 

Earn Up to 7 Hours of Continuing Education Credits

Membership Benefits

This program is available exclusively to CEPA designation holders in good standing.  Your membership with the Exit Planning Institute will provide you with powerful member benefits, available only through EPI, including the knowledge, tools, and skills you will need to deliver exemplary exit planning strategies, advice, and support for your clients.  Explore your benefits by clicking below.

Credentialed Member Benefits

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