What is it?
Exit/Succession planning is broad, inclusive, and can be overwhelming to a business owner. A trusted advisor’s natural instinct is to share their sage wisdom and help the business owner navigate the myriad of opportunities and challenges through a well-defined process.
A Certified Founders Group Associate (CFGA) capitalizes on this unique process, methodology, and technical acumen to augment their client offerings while maintaining the quarterback position.
Learn how to land the Triggering Event as well as elements from the Five Transition Goals that you can immediately implement into your practice to help clients and generate revenue!
Who is it for?
For independent advisors who provide one or more of the following services and wish to add (or further develop) exit planning to their practice but would prefer to be part of a larger multi-disciplinary team with revenue sharing opportunity.
• Financial Planning
• Investment Banking
• Legal Services
• Business Brokerage
• Insurance Services
• Tax and Estate Planning
• Executive Coaching
• Outsource Experts/Providers
What do you get?
Gain a packaged set of tools, along with instructions on how to use them, to “insert” into your practice immediately, including but not limited to:
• Building blocks to adding succession/exit planning
• TFG specific message training
• TFG process methodology and templates
• Marketing materials and tools
• The Five Transition Goals via case studies and technical training
• Quiet Confidence through thought provoking independent and group exercises.
• Nuances of the human condition and receptivity
When, Where, and How Much?
Live Dates: Monday July 12 – Friday, July 17, 2021 (dates subject to change, watch your email for registration opening)
Location: Southern California Institute, 10251 Vista Sorrento Parkway, Ste 250, San Diego, CA 92121
Cost: $4200 (discounts available for SCI Academy members)