Exit Planning Institute

Better position yourself to qualified prospects with:

Selling to Business Owners

Course Overview

Advisors with exit planning knowledge are uniquely positioned to work with business owners. The Selling to Business Owners Course shows advisors how to leverage that knowledge through marketing and business development efforts. 

This course provides you with a better understanding of how to identify, attract, nurture, and close qualified candidates in your target market. Leaning on the concepts of the Value Acceleration MethodologyTM, three course instructors specializing in value growth, marketing, and business development respectively, will show advisors how to differentiate themselves from the competition in a crowded, fast-paced market.

Attendees will gain further knowledge on:

  • Reviewing technical, yet introductory, sales and marketing strategies
  • Differentiating yourself to prospects as an exit planning advisor
  • Pushing qualified business owner prospects through the "funnel"
  • Understanding the language and tactics to use when targeting business owners
  • Utilizing systems and tools to support your marketing and sales efforts

This course is approved for Continuing Education credit at the following organizations:

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Course Details

EPI Academy Brochure

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Course Curriculum:

Develop Your Sales & Marketing Strategy

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