As Certified Exit Planning Advisors (CEPAs), you understand the importance of turning insights from the Discovery Gate into actionable, prioritized plans that unlock value for business owners. But how do you effectively transition from assessment to execution? In this session, we’ll delve into the essentials of creating balanced, highly executable prioritized action plans that launch owners confidently into the Prepare Gate, driving measurable value growth.
This workshop will provide you with practical insights into leveraging a proven business operating system like EOS, a digital platform like Capitaliz, and the right team of advisors and fractional executives to accelerate value for your clients. By establishing a strong Prioritized Action Plan and delivering a strong 90-day planning pulse, you’ll not only help business owners protect and build their business value but also align their business operations goals with personal and financial goals.
Whether you’re a practicing CEPA Value Advisor or a CEPA Professional, this session will equip you with the tools and processes needed to run a strong, consistent engagement that delivers measurable results. You'll learn how to manage the planning and communication rhythms that keep both the Owner’s box and operating team aligned, ensuring that every action item drives value growth over time.
Join us to discover how simplifying your approach, getting real about the challenges, and measuring results can transform your client engagements. This session is designed for wealth advisors and accountants who want to enhance their advisory skills, streamline processes, and bring a systematic approach to value acceleration that benefits both the business and the owner’s long-term wealth goals.
