Exit Planning Institute
Family Enterprise Transitions
Regular price
$349.00
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The Family Enterprise Transitions course was designed to provide professional advisors with a deep dive look into how they can help their business family clients transition successfully to the next generation.
During this course, host Isabel Botero, Ph.D., CEPA, will show you how to evaluate the readiness of a family enterprise for transition, and how to focus the Value Acceleration process on the entire family, instead of just the owner.
Upon completion of this course, you will be eligible for up to the following amounts of CE hours: EPI: 3 | CPE: 2 | CFP®: 2