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 interactive case study features four professional advisors who have incorporated the Value Acceleration Methodology into their practice and approach with business owners. The panel and case study features four different approaches to pricing and packaging the Value Acceleration Methodology. The panel includes:
- Mike Trabert, representing accounting
- Vincent Mastrovito, representing growth consultants
- Taylor Hodges, representing financial advisors
- Sean Hutchinson, representing, growth consultants
In this breakout session learn how these successful advisors have priced and packaged the process in part or in whole. The session is ideal for advisors who seek to understand how to price and package these services presented in the Value Acceleration Methodology or those advisors who seek to understand how they are presented to business owners.
- Understand the foundation of services for the Value Acceleration Methodology
- Understand how the methodology is broken down into different deliverables
- Understand how different pricing strategies for different advisor types
- Understand how the methodology is packaged and taken to market