Helping your business owners grow and eventually sell their businesses is a way for any advisor to enhance their relationships. This webinar features Scott Snider, President of the Exit Planning Institute (EPI), teaching you how to counsel business owners about EPI’s Value Acceleration Methodology and the steps business owners need to take to create value at all stages of their business’s life. Scott will also discuss preparing for the sale and for life after the sale.
Scott will be joined by Sean Hutchinson, CEPA. Sean is an experienced advisor with a practice focused on business owners in transition. Sean will talk about his own practice helping business owners maximize value throughout the business lifecycle including achieving their goals at exit and after the sale.
Learning objectives:
- Create awareness of the multi-year process to create a successful exit
- Discuss real world statistics and research that demonstrates that only 20% of businesses ever transfer to new owners
- Share how the Value Acceleration Methodology helps to maximize value before, during and after the exit.
- Offer real world examples of successful and unsuccessful exits
- Demonstrate how exit planning advisors work successfully with the other advisors involved in the sale
- Discuss how holistic planning can prepare the business owner for life after sale
- Learn about the business opportunity that exit planning services can be for your practice