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Track: Learning Lab

The Exit Planning Summit Learning Labs are designed to give the professional advisor access to lucrative opportunities, resources, partners, and tools to accelerate their practice. These sessions will advance their knowledge in the exit planning profession within the Value Acceleration Methodology. Learning Labs are a must for any advisor looking for their next referral partner, revenue-generating opportunity, or the tools and resources you need to implement exit planning and value acceleration. Additionally, they offer you exposure to potential key members of your collaborative team and new strategies to implement in your practice.

5 Content Marketing Tips to Get Owners to Think Exit

Communicating Your Value: Tactics for CEPA Financial Professionals to Help Gain New Clients

How to Effectively Work With an M&A Advisory Firm

Where Are All The Value Advisors?

FamTec: The Missing Link to The Collaborative Exit Planning Team’s Toolkit

Mitigate Against Catastrophic Risk While Creating a Profit Center

Why is Everyone Talking About ESOPs?

The Business Succession Journey: 3 Steps to Engagement and 4 Steps to Getting it Done

Adding Strategic Planning to Your Client Services

The Valuation Continuum: Understand What Type of Business Valuation Your Client Needs and When

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for a special $1,200 rate!

*rate ends February 17, 2023*
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