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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.

This session will delve into the intricacies of navigating the crucial "Prepare" gate’s 90-day cadence, tools, and practices for helping owners leverage their time through the parallel paths of the Value Acceleration Methodology. This phase is a cornerstone in optimizing a business transition of any kind, and it requires careful planning and execution. 

We'll discuss the essential components and elements that bring the Prepare Gate to life, including the roles of the advisory team from both the personal and business side of the parallel paths, the owner, and the owner's internal team. Discover how effective collaboration and management makes the Prepare Gate the single greatest transformative step in the Value Acceleration Methodology and the catalyst for a successful business exit. 

Tom Doll
  • Value Measurement: How do you quantify the value created through your efforts and ensure the client is aware of the progress made? 
  • Tools and Tracking: What tools and systems are essential for tracking and managing the extensive work involved? 
  • Team Engagement: How can you motivate and engage the owner and their team to actively participate in the preparation process, even when they are already stretched thin? 
  • Rhythm and Focus: What strategies can help create a consistent rhythm and maintain focus on execution and growth? 
  • Company Implementation: What does the implementation of the Prepare Gate look like within a company, and how can it be successfully integrated into daily operations? 
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