Walking You Through the Perfect Exit Whitepaper
Walking You Through the Perfect Exit Whitepaper
We dive deep into the importance of personal planning and uncovering your personal purpose.
From Successful to Significant Whitepaper
From Successful to Significant Whitepaper
Business, Personal, Financial: A Holistic Approach to High-Value Transitions.
Case Study: The Value of Transitioning a Business to its Employees
Case Study: The Value of Transitioning a Business to its Employees
Learn more about Happy Earth Cleaning’s transition from LLC to Co-operative.
5-4-3-2-1 Whitepaper
5-4-3-2-1 Whitepaper
This whitepaper takes the Value Acceleration Methodology and breaks it into 5 easy concepts.
Understanding Your Business Value Whitepaper
Understanding Your Business Value Whitepaper
Utilizing the Five Stages of Value Maturity to Ready Businesses (and Business Owners) for an Exit
Case Study: How to Strategically Build Transferrable Value
Case Study: How to Strategically Build Transferrable Value
The Five Stages of Value Maturity impact the growth and ultimate sale of a real business.
Decentralizing the Business Owner
Decentralizing the Business Owner
Do you know the risks in with a business that is completely dependent on the owner?
Case Study: A Framework to Build Value
Case Study: A Framework to Build Value
A Case Study on How to Apply the Value Acceleration Methodology in your Business
Five Stages of Value Maturity Infographic
Five Stages of Value Maturity Infographic
An in-depth look at the Five Stages of Value Maturity
Case Study: Human Capital, The Exit Planning Institute
Case Study: Human Capital, The Exit Planning Institute
How Exit Planning Institute Focused on Improving Their Human Capital
The Value Acceleration Methodology Infographic
The Value Acceleration Methodology Infographic
Download to utilize in your exit planning education or training with owners or other advisors.
EPI Academy: Team Building - Defining Well Functioning Teams
EPI Academy: Team Building - Defining Well Functioning Teams
Gain a better understanding of why, when, and where to utilize teams, as well as impactful tools ..
EPI Academy: Determining Enterprise Value
EPI Academy: Determining Enterprise Value
What’s your business worth in the open market? Discover the language, terminology, and numbers ..
EPI Academy: CEPA Program Exam Prep Course
EPI Academy: CEPA Program Exam Prep Course
What is the secret to passing your Certified Exit Planning Advisor (CEPA) Exam? It's as simple as ..
EPI Academy: Basics of Value Acceleration
EPI Academy: Basics of Value Acceleration
This course was created as an introduction to exit planning for both business owners and advisors. ..
EPI Academy: Practice Launch Lite
EPI Academy: Practice Launch Lite
It isn’t enough to hold a credential. You must know how to position yourself in the marketplace for ..
EPI Academy: Marketing for the Professional Advisor Masterclass
EPI Academy: Marketing for the Professional Advisor Masterclass
This five-part, on-demand, interactive masterclass arms you with clear techniques and strategic ..
CE Questions Day 1 Answers
CE Questions Day 1 Answers
Here are your answers to Day 1 of your CE questions.
Thrivent Approved Content: Internal
Thrivent Approved Content: Internal
Pieces that have been approved for use through the Thrivent compliance department.
Thrivent Approved Content: Public
Thrivent Approved Content: Public
Pieces that have been approved for use through the Thrivent compliance department.
Thrivent Approved Workshops: Public
Thrivent Approved Workshops: Public
Pieces that have been approved for use through the Thrivent compliance department.