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.
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.

(Purchase of this product will include the video presentation, the audio presentation, and a pdf copy of the presentation.)

Presented by Shelley Lightfoot, CEPA, Executive Director of the Southern California Institute, Managing Partner of The Founders Group and
Melisa Silverman, President, Avenue M Advisors, Inc., Managing Partner of The Founders Group