Continuing Education Bundle (EPI Academy)

Continuing Education Bundle (EPI Academy)

Elevate your expertise with the Continuing Education Bundle, a comprehensive collection of seven insightful EPI Academy courses designed to enhance your knowledge in exit planning and Value Acceleration. This bundle serves as a one-stop-shop for professional business advisors to meet continuing education (CE) requirements for multiple credentials while gaining practical skills and insights.

Immerse yourself in each course, enriched with real-world scenarios, practical case studies, and actionable insights that seamlessly enhance your exit planning and Value Acceleration knowledge.

Upon completion of each course, you will be eligible for up to the following amounts of CE hours: EPI: 23 | CPE: 16 | CFP®: 16

Package includes the following EPI Academy courses:

• Value Growth Case Study - Sean Hutchinson: Join veteran CEPA, Sean Hutchinson, as he provides a better understanding of the Value Acceleration process, identifying value drivers and killers along the way. (EPI Hours: 4 | CPE Hours: 3.5 | CFP® Hours: 3.5)
• The Triggering Event Workshop: Determining Enterprise Value - Chris Snider: Understand the business valuation process with Exit Planning Institute CEO, Chris Snider. This course breaks down the language, terminology, and numbers involved in determining a business's value. (EPI Hours: 4 | CPE Hours: 3 | CFP® Hours: 3)
• Empowering Conversations with Business Owners - Scott Snider: Learn how to deploy empowering conversations with your clients, better engage them, and change the standard business owner mindset to trigger owner action. (EPI Hours: 3 | CPE Hours: 1.5 | CFP® Hours: 1.5)
• Business Valuation Through the Value Acceleration Methodology - Shina Culberson: Explore business valuation as a continuum, understanding different valuation solutions, when to use them, and how to choose the best partners for your team. (EPI Hours: 2 | CPE Hours: 1 | CFP® Hours: 1)
• Behind the Conversation: Tap Into Your Quiet Confidence and Unlock Engagement Potential - Joe Strazzeri: Attract, engage, and retain clients by utilizing new communication and counseling tools, fostering a quiet confidence that today's clients require. (EPI Hours: 2 | CPE Hours: 2 | CFP® Hours: 2)
• Private Equity Deep Dive - Bobby Kingsbury: Gain a better understanding of private equity, what makes your clients attractive to private equity firms, and determine if private equity is the right fit for achieving client goals. (EPI Hours: 4 | CPE Hours: 3 | CFP® Hours: 3)
• Sell Your Business on Your Terms - Scott Bushkie: Navigate the process of preparing a business for transition, understanding value drivers, and leading clients to a successful exit with insights from M&A expert Scott Bushkie. (EPI Hours: 4 | CPE Hours: 3 | CFP® Hours: 3)

Why Choose the Continuing Education (CE) Bundle?

• Tailored Content: Specifically curated to address the unique challenges and priorities of business advisors.
• Proven Expertise: Benefit from the wisdom of seasoned professionals and expert EPI Faculty.
• Practical Application: Courses are packed with real-world scenarios, case studies, and actionable insights.
• Lasting Impact: Enhance your advisory skills and build enduring client relationships.

Supercharge your professional development and meet your continuing education requirements with the Continuing Education Bundle. Enroll today and take the first step toward unparalleled success in the industry.