Elevate Beyond Asset Transfer and Into True Legacy Building With:
Preparing the Heirs for the Money
Course Overview
Transferring a business is only part of the equation to an owner's exit, preparing their family is the other half. Without intentional planning for the next generation, even the most financially sound exit can quickly unravel. Preparing the Heirs for the Money is a practical, advisor-focused course that explores how to guide families through the emotional, relational, and strategic complexities of multi-generational wealth transfer.
Led by Roey Diefendorf, CEPA®, this course equips advisors with the frameworks, language, and tools needed to help clients move beyond simply passing down financial assets. You’ll learn how to redefine wealth into three dimensions: financial, human, and intellectual and apply the 6 Laws of Family Advancement and 5 Pillars of Multi-Generational Success to ensure both the business and the family are prepared for the future.
Whether you're advising first-generation entrepreneurs or legacy families, this course provides actionable strategies to foster alignment, engage rising generations, and facilitate meaningful family meetings. You’ll also explore how to implement the Family Wealth Preparedness Survey and utilize tools like FamTec, a family + technology SaaS platform that supports long-term connection, communication, and continuity.
Attendees will gain further knowledge on:
- Understand the 6 Laws of Family Advancement & Sustainability
- Redefine Wealth Into 3 Dimensions (More Than Money)
- Understanding the 5 Pillars of Multi-Generational Success
- Integrate the 5 Pillars of Multi-Generational Success Into the Value Acceleration Process
- Prepare the Rising Generations Through the Discover/Prepare/Decide Gates
- Using Survey Content to Prepare Owners for Exit
- Guide the Family Meeting Process to Help Build Interdependent Families
- See How a "Famtec" (Family + Technology) SaaS Platform Can Become a Valuable Tool in the CEPA's Toolkit
Downloadables Offered in This Course:
- Course Slides
- Best Practices of Generative Families
- The Missing Link in Preparing the Heirs for their Liquidating Event
- 12 Different “Famtec” (Family + Technology) Handouts
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:
Understand the 6 Laws of Family Advancement & Sustainability
- Learn six actionable principles that help strengthen family unity and trust
- Explore strategies for improving communication, transparency, and engagement across multiple generations
MODULE TWO:
Redefine Wealth Into 3 Dimensions (More Than Money)
- Shift from a one-dimensional view of wealth to a holistic view: financial, social, and personal
- Learn to guide clients in developing a complete family legacy beyond just the money
MODULE THREE:
Understanding the 5 Pillars of Multi-Generational Success
- Discover how each pillar builds resilience and alignment across multiple generations
- Recognize the role of emotional intelligence and shared purpose in family success
MODULE FOUR:
Integrate the 5 Pillars of Multi-Generational Success Into the EPI Value Acceleration Process
- Learn how to align the 5 pillars with the EPI Value Acceleration Methodology™
- Understand how values and governance enhance business and family transition planning
MODULE FIVE:
Prepare the Rising Generations Through the Discover/Prepare/Decide Gates
- Integrate heir development into the three-gate Value Acceleration process
- Guide families through forums that promote shared vision, accountability, and readiness
MODULE SIX:
Using Survey Content to Prepare Owners for Exit
- Use the Family Wealth Preparedness Survey to help assess family readiness for wealth transfer
- Interpret survey data to identify gaps in communication, trust, and involvement
MODULE SEVEN:
Guide the Family Meeting Process to Help Build Interdependent Families
- Facilitate and guide purposeful family forums that seek to promote communication, education, and unity
- Use structured agendas to create a safe space for collaborative decision-making
MODULE EIGHT:
See How a “Famtec” (Family + Technology) SaaS Platform Can Become a Valuable Tool in the CEPA’s Toolkit
- Learn to deliver assessments and guide family discussions virtually through FamTec
- Incorporate digital tools to scale your impact and support geographically dispersed families
TRANSFORM INHERITORS INTO PREPARED HEIRS
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Meet Your Instructor
Roey Diefendorf, Jr. is a founding member of MTM Advisory, LLC and More Than Money 360 (MTM360), where he helps families and advisors redefine wealth and legacy. With a deep understanding of both financial strategy and family dynamics, Roey guides others in shifting their focus from simply transferring assets to building meaningful, multi-generational impact.
Roey brings decades of experience working with high-net-worth families, offering insight into the emotional, relational, and practical complexities that come with wealth transition. He emphasizes a purposeful, values-driven approach to legacy planning that supports both the current and rising generations in navigating their roles with clarity and confidence.
As a Certified Exit Planning Advisor (CEPA®) since 2022, Roey understands how personal dynamics intersect with the technical aspects of business exits. In this course, he equips advisors with strategies to strengthen family bonds, support heir preparedness, and foster intergenerational communication.
Roey’s work empowers advisors to lead conversations that go beyond numbers helping families stay aligned, resilient, and ready for the future.