Description
As taught in the Certified Exit Planning Advisor (CEPA®) program, the Value Acceleration MethodologyTM was designed to be foundational and adaptable, so that different advisors can morph it into their different business models as needed.
In The 21-Step Guide to Succession and Exit Planning, you'll hear from veteran CEPA, Dr. Craig West, founder of Capitaliz and Succession Plus, as he takes you through his own proven 21-step process, used with over 800 business owners to help maximize business value and achieve a successful exit.
Learning Objectives
• Understanding the critical factors to developing a successful exit plan
• Breaking down each of the five stages within the 21-step succession guide to get a clear few on how this can be approached
• Analyzing how advisors can implement this methodology into their own practice and with their own clients