EVENTS
ANNOUNCING THE WORKSHOP SERIES FOR BUSINESS TRANSITION COACHES AND TRANSITION PLAN ADVISORS
Business Transition Coach
The three sessions in the Business Transition Coach Workshop Series will:
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Progressively build on the information you learned in the introductory webinar.
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Help you understand and define the role you want to play in the Business Transition process.
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Provide the coaching perspective that will enable you to interact with Business Owners as a true coach, even further expanding your influence as a Most trusted Advisor.
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Incorporate marketing tools that will help you get off to a fast start as a Business Transition Coach.
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Help you and your clients move forward into the all-important first phase of a Business Transition – the development of a Transition Plan.
The workshops are designed to be interactive because we believe your participation will make them more valuable to everyone.
Start off the New Year by making your CEPA certification work for you
January 4, 2023 | 1:00 PM EST
January 5, 2023 | 3:00 PM EST
January 10, 2023 | 1:00 PM EST
ExitSmarts was created to help and support Advisors desirous of building Transition Planning practices. And we know that means different things to different CEPAs.
In this webinar you will learn:
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How ExitSmarts can help you begin offering Transition Planning services where you:
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don’t have to do any of the heavy lifting;
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can do some of the heavy lifting; or
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can do all of the heavy lifting.
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How ExitSmarts does the lifting you do not want to do
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About powerful Transition Planning PROCESSES and TOOLS that can become part of your practice toolset
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How you can choose the role you want to play, are qualified to play, and are free of compliance issues to play
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Be the Coach
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Develop Transition Plans
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Implement Transition Plans
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It could be the best hour you will spend in 2023!!
Business Transition Coach Training
January 13, 2023 | 12:00 PM – 3:00 PM EST
January 20, 2023 | 12:00 PM – 2:00 PM EST
This two-session event is the entry-level training for ExitSmarts Business Transition Coaches.
In these sessions, you will:
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Learn about how you can use the ExitSmarts Business Transition System to establish your full transition planning offering – whatever you want that offering to be (can be minimal for compliance-conscious Wealth Managers or more robust for others)
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Be able to identify exactly what level of participation makes sense to you
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“Finally” get access to the processes and tools you need to perform the role of Business Transition Coach
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Preview marketing materials that can help you market your practice
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Power Point presentations that you can use
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Receive your own personalized online Readiness Assessment tool – a powerful business owner conversion tool
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Gain access to our powerful cloud-based workflow application to coordinate your Business Transition Coach activities
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Learn key principles of “coaching vs. consulting”
