Professional Development Days

 

“Value Growth Advanced Application” Workshop

During this consulting workshop the professional advisor in an interactive setting will go through three modules which help to understand the process to conduct the enterprise value assessment while creating effective actions plans from it, will learn effective ways to engage the business owner and manage the value acceleration engagement, get a full review of the tools and deliverables used with owners to help them create action and move through the process and understand how effectively manage teams of professional advisors from multiple disciplines.

*Program dates listed below. Click on program dates for more details.

 


“How to Sell Exit Planning Services” Workshop

The How to Sell Exit Planning Services Workshop is an interactive deep-dive workshop that arms value growth advisors with clear techniques and strategic implementations to improve their marketing and sales performance.  After these five  modules, attendees will understand methods to effectively engage business owners, strategically position their practice in the market, utilize marketing techniques, and execute proven sales strategies as well as have the opportunity to experience collaborative learning with like-minded professional advisors.

 

*Program dates listed below.  Click on program dates for more details.

 

1439446801_free-05“Value Growth Advanced Application” Workshop Highlights

 

  •  3 Deep-Dive modules taught in an interactive group setting with case studies

  •  Dig deep into the Enterprise Value Assessment process

  • Learn best practices for creating the action plan and deliverables from the Assessment

  • Gain access to key tool templates, including engagement letters, project plans, planning pyramid, creating a dashboard and scorecard, prioritizing actions plans, and more!

  • Interactive workshop style learning, collaborate with fellow advisors, learn best practices from veteran CEPAs

  •  Earn up to 6.5 hours of CE Credit


1439446801_free-05“How to Sell Exit Planning Services” Workshop Highlights

  • 5  modules taught in an interactive group setting

  • Gain clear techniques and strategic implementations to improve your marketing and sales performance

  • Develop a strategic marketing plan to build your practice and develop your brand

  • Interactive workshop style learning, collaborate with fellow advisors, learn best practices from veteran CEPAs and marketing experts

  • Earn up to 6.5 hours of CE Credit

Attend

Professional Development Days

Registration & Pricing

Value Growth Advanced Application Workshop

$2,100


Dates and Locations:

May 26th, 2016 – Chicago, IL

September 21st, 2016 – Las Vegas, NV

November 17th, 2016 – Chicago, IL

December 8th, 2016 – San Diego, CA

Earn Up to 6.5 Hours of Continuing Education Credits Earn CE Credits Now

EDUCATION CREDITS

ESSENTIAL CONTINUING EDUCATION CREDITS!

“Value Growth Advanced Application” Workshop – CEPA will earn 6.5 CE

“How to Sell Exit Planning Services” Workshop – CEPA will earn 6.5 CE

More Continuing Education Credits Coming Soon!

After attending these workshops, attendees will able to:

"Value Growth Advanced Application"

  • Conduct an Enterprise Value Assessment
  • Create and Deliver action plans for business owners
  • Effectively engage owners and manage project deliverables
  • Build and develop leadership and organizational skills for managing a team of advisors, owners and their families

"How to Sell Exit Planning Services"

  • Define your brand and develop your written marketing plan
  • Effectively use lead generation strategies to deliver prospective clients
  • Develop and implement integrated marketing campaigns into your practice
  • Deliver an effective sales presentation to close new clients
  • Build your influential network and gain consistent referrals
  • Utilize social media effectively to increase your prospect funnel

 

Who should attend:

  • Certified Exit Planning Advisors (CEPA)
  • EPI Professional Members
  • Professional advisors who assist business owners in transitioning their businesses

Become the next Value Advisor. contact us today

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