Tools to Add Exit Planning to Your Practice
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 the Quiet Confidence needed to handle 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.
Learning Objectives:
• Understand key elements from the Five Transition Goals to help clients and generate revenue
• Action steps to Choose, Develop, Implement, and Maintain your role in the exit planning process, business model, messaging and materials, process, collaborative partners, metrics for success and more.
• Gain an overview of the CFGA certification and why it is important
Presenter: Shelley Lightfoot and Melisa Silverman