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Value acceleration and exit planning requires an interdisciplinary well-coordinated team of experts in their respective fields. Roles are well-defined. Some of the most frequent questions we at Ready for Next get are “what does a value growth advisor do, and how?” “Is the value growth advisor the quarterback?” “What should I tell my business owner clients/prospects about value acceleration?” and “What is the expected return on investment if the owner invests in value acceleration programs?” All great questions.
This workshop is designed to provide you with good answers, strategies and tools that you, in whatever role you play on the interdisciplinary team, can use to be more successful in attracting and retaining business owner clients.
Ready for Next partners, value growth and transition planning experts, and veteran CEPAs Sean Hutchinson and Cindy Reid-Shelton will lead an interactive workshop built around three case studies from real Ready for Next engagements. We will facilitate peer-learning exercises including building the fact pattern and business case for value growth, diagnosis of the top issues, design of a value growth and transition readiness plan, and how a solution would be pitched and delivered.
The session features case studies and real-life examples of how value advisors work with other CEPAs and their business owner clients.
Value Acceleration Revealed will provide you full access and insight into RFN’s value acceleration process, the skills required to recognize specific business value drivers and killers, and how to build an interdisciplinary action plan that features expert guidance and contributions from all the advisors who will be involved.
If you aren’t leading the value growth initiatives, you want to be the expert business owners look to for direction.
Finally, we’re going to provide you with valuable marketing and communication tools you can put to work right away to accelerate crucial conversations with owners and continue to develop your practice.