Sessions Overview
The Exit Planning Summit features an assortment of session types to fully immerse advisors in exit planning content from industry experts, partners, and thought leaders.
Best-in-class advisors who make the biggest impact on business owners and their teams have three characteristics in common.
- They have hanged their approach and language to incorporate the Value Acceleration Methodology
- They are continuous learners and students and continuously evolve their knowledge as the exit strategy evolves and matures with the growth of the profession
- They are excellent collaborators and connectors of people
In this interactive case study session, the group will focus on the first of these three characteristics. How to change your approach with business owners to make the ultimate impact. Utilizing a case study, the audience will dissect how to integrate the Value Acceleration Methodology into their approach with business owners, the language you use with owners, and how it all blends into your existing brand and practice.
The session is led by the 2024 Exit Planner of the Year, Amy Wirtz, as she takes Summit attendees through the case study in one-on-one, small group, and large group sessions. Surround yourself with other best-in-class advisors and CEPAs and learn how this is being integrated nationwide into a variety of practices and advisor types.
- Understand the key terms and phrases used when approaching business owners
- Understand business owner behaviors and how to meet an owner where they are
- Understand techniques for blending Value Acceleration into your existing brand
