The 21-Step Guide to Succession and Exit Planning

The 21-Step Guide to Succession and Exit Planning was designed to provide professional advisors with a unique approach to Value Acceleration. 

The Value Acceleration Methodology was designed to be foundational and adaptable, so that different advisors can morph it into their different business models as needed. 

In this course, you’ll hear from Dr. Craig West, CEPA since 2010, founder of Capitalize and Succession Plus, as he takes you through his own proven 21-step process, used with over 800 business owners to help maximize business value and achieve a successful exit.

Upon completion of this course, you will be eligible for up to the following amounts of CE hours: EPI: 3 | CPE: 1.5 | CFP®: 1.5