Understanding Exit Planning Bundle (EPI Academy)

Understanding Exit Planning Bundle (EPI Academy)

The Understanding Exit Planning Bundle is a collection of five informative EPI Academy courses designed to provide any business owner or advisor with essential, yet introductory, concepts to exit planning and Value Acceleration.

Immerse yourself in each course, enriched with real-world scenarios, practical case studies, and actionable insights that seamlessly enhance your exit planning knowledge. New to exit planning concepts but looking to learn more? This is the starter pack for you.

Upon completion of each course, you will be eligible for up to the following amounts of CE hours: EPI: 16 | CPE: 11.5 | CFP®: 8

Package includes the following EPI Academy courses:

• Basics of Value Acceleration: This course was created as an introduction to exit planning for both business owners and advisors. During this course, host and EPI President, Scott Snider, will take you through the Value Acceleration Methodology^™. Attendees complete the course with a baseline understanding of exit planning and how to help business owners plan for their exit effectively. (EPI Hours: 3 | CPE Hours: 2.5 | CFP® Hours: 2.5)
  
• The Triggering Event Workshop: Determining Enterprise Value: What’s your business worth in the open market? In this course, Exit Planning Institute CEO, Chris Snider, will take you through the business valuation process. Chris will break down the language, terminology, and numbers involved so that even those who are not certified professionals in the subject can understand what makes a business valuable. (EPI Hours: 4 | CPE Hours: 3 | CFP® Hours: 3)
• Empowering Conversations with Business Owners: What is an "empowering conversation?" When it comes to discussing exit planning with your clients, it's the catalyst for triggering owner action. This course shows you as an advisor how to deploy these conversations, better engage clients, and how to change the standard business owner mindset. (EPI Hours: 3 | CPE Hours: 1.5 | CFP® Hours: 1.5)
• Business Valuation Through the Value Acceleration Methodology: This course was created to take attendees through an exploration of business valuation as a continuum. Attendees complete the course with a better understanding of the different valuation solutions that can be used with clients, when to use certain tactics, how to choose the best partners for your team, and be a better partner yourself. (EPI Hours: 2 | CPE Hours: 1 | CFP® Hours: 1)
• Team Building: Defining, Building, and Leading Well Functioning Teams: 

  This course will take you through the foundational elements of putting a team in place, and how to master behaviors critical to a team’s success. Giving attendees a better understanding of why, when, and where to utilize teams, as well as impactful tools and strategies to put your knowledge into practice. (EPI Hours: 4 | CPE Hours: 3.5)