Business owners are looking for trusted advisors who can do more than manage assets — they need partners who can help maximize business value, prepare for transition, and secure lasting legacies. The Value Acceleration Methodology™ (VAM) is the industry standard for integrating business, personal, and financial planning into one process.
In this interactive 90-minute session, a panel of seasoned Certified Exit Planning Advisors (CEPAs) will share how they’ve successfully implemented Value Acceleration services with their clients. Through case studies and candid lessons learned, you’ll discover practical ways to bring the methodology into your own practice — whether by leading the process yourself or positioning as a key supporter within a broader advisory team.
You’ll walk away with actionable strategies, new perspectives from peer advisors, and clarity on how to leverage Value Acceleration as a powerful way for your clients to achieve their best outcomes.
