{"product_id":"the-third-party-sale-playbook","title":"The Third-Party Sale Playbook Workshop","description":"\u003cp class=\"MsoNormal\" style=\"margin: 6.0pt 0in 6.0pt 0in;\"\u003e\u003cspan style=\"font-size: 10.0pt; line-height: 107%; letter-spacing: -.1pt;\"\u003eThe sale of a privately held business is often the largest financial event of an owner's life. Yet many advisors are unsure when to engage, what conversations to have, how investment bankers fit into the process, and how to position themselves to remain the trusted advisor after closing. \u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoNormal\" style=\"margin: 6.0pt 0in 6.0pt 0in;\"\u003e\u003cspan style=\"font-size: 10.0pt; line-height: 107%; letter-spacing: -.1pt;\"\u003eThis interactive workshop provides a step-by-step framework for helping business owners prepare for, navigate, and maximize a third-party sale while strengthening advisor relationships and growing assets under management.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cspan style=\"font-size: 10.0pt; line-height: 107%; font-family: 'Calibri',sans-serif; mso-ascii-theme-font: minor-latin; mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin; mso-hansi-theme-font: minor-latin; mso-bidi-font-family: 'Times New Roman'; mso-bidi-theme-font: minor-bidi; letter-spacing: -.1pt; mso-ansi-language: EN-US; mso-fareast-language: EN-US; mso-bidi-language: AR-SA;\"\u003eParticipants will receive practical tools, scripts, readiness assessment frameworks, referral strategies, and real-world case studies they can immediately implement with business owner clients while learning about the following topics:\u003c\/span\u003e\u003c\/p\u003e\n\u003cul style=\"margin-top: 0in;\" type=\"disc\"\u003e\n\u003cli class=\"MsoNormal\" style=\"color: black; mso-themecolor: text1; mso-list: l0 level1 lfo1; tab-stops: list .5in;\"\u003e\u003cspan style=\"mso-fareast-font-family: 'Times New Roman'; mso-fareast-theme-font: minor-fareast; letter-spacing: -.1pt;\"\u003eUnderstand where financial advisors fit into a third-party sale process.\u003c\/span\u003e\u003c\/li\u003e\n\u003cli class=\"MsoNormal\" style=\"color: black; mso-themecolor: text1; mso-list: l0 level1 lfo1; tab-stops: list .5in;\"\u003e\u003cspan style=\"mso-fareast-font-family: 'Times New Roman'; mso-fareast-theme-font: minor-fareast; letter-spacing: -.1pt;\"\u003eLearn how and when to introduce valuation and readiness conversations.\u003c\/span\u003e\u003c\/li\u003e\n\u003cli class=\"MsoNormal\" style=\"color: black; mso-themecolor: text1; mso-list: l0 level1 lfo1; tab-stops: list .5in;\"\u003e\u003cspan style=\"mso-fareast-font-family: 'Times New Roman'; mso-fareast-theme-font: minor-fareast; letter-spacing: -.1pt;\"\u003eGain scripts and frameworks for discussing liquidity events with owners.\u003c\/span\u003e\u003c\/li\u003e\n\u003cli class=\"MsoNormal\" style=\"color: black; mso-themecolor: text1; mso-list: l0 level1 lfo1; tab-stops: list .5in;\"\u003e\u003cspan style=\"mso-fareast-font-family: 'Times New Roman'; mso-fareast-theme-font: minor-fareast; letter-spacing: -.1pt;\"\u003eBuild a high-performing deal team with investment bankers, CPAs, attorneys, and specialists.\u003c\/span\u003e\u003c\/li\u003e\n\u003cli class=\"MsoNormal\" style=\"color: black; mso-themecolor: text1; mso-list: l0 level1 lfo1; tab-stops: list .5in;\"\u003eIncrease the likelihood of retaining and managing post-sale assets.\u003c\/li\u003e\n\u003c\/ul\u003e","brand":"Exit Planning Institute","offers":[{"title":"Default Title","offer_id":43971693936675,"sku":null,"price":995.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0287\/8482\/0259\/files\/EPI-Primary-FullColor.png?v=1769532805","url":"https:\/\/exit-planning-institute.myshopify.com\/products\/the-third-party-sale-playbook","provider":"Exit Planning Institute","version":"1.0","type":"link"}