Value Advisors Best Practices Panel

About This Panel

In this best practices session, advisors will gather insights on marketing, implementation, and how to build exit planning teams. They will also learn how to manage the Value Acceleration Methodology, what tools and resources to use, and how to incorporate the methodology into their practice successfully.

Panelists

Exit Planning Summit Speaker Chris Snider

Christopher Snider

Exit Planning Summit Speaker Melisa Silverman

Melisa Silverman

Justin Goodbread

Justin Goodbread

Exit Planning Summit Speaker Erik Owen

Erik Owen

Exit Planning Summit Speaker Gordon Bell

Gordon Bell

Learning Objectives:

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Understand how to launch an exit planning practice

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Understand how to integrate the CEPA process and concepts into your conversations

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Understand the appropriate marketing tactics needed to launch and engage owners

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Understand how to engage business owners with better conversations