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EVENTS

ANNOUNCING THE WORKSHOP SERIES FOR BUSINESS TRANSITION COACHES AND TRANSITION PLAN ADVISORS

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Business Transition Coach

The three sessions in the Business Transition Coach Workshop Series will:
 

  • Progressively build on the information you learned in the introductory webinar.

  • Help you understand and define the role you want to play in the Business Transition process.

  • 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.

  • Incorporate marketing tools that will help you get off to a fast start as a Business Transition Coach.

  • 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.
 

Male Speaker

Transition Plan Development Advisor

In the two sessions in the Transition Plan Development Advisor training series Advisors will:

  • Receive an in-depth introduction to the ExitSmarts Transition Plan
    Development model, including all processes and tools.

  • Learn to work with Business Owners to develop their individual
    Transition Plans with the objective of preparing the final plan.

  • Review the tools used in Plan Development and learn how to use
    them when working with Business Owners.

  • Learn how to use the Quist Insights process to develop an Indication of Value for the client’s business.

  • Learn how to use the Business Transition System workflow
    functionality to guide the process and manage the associate tools.

  • Leave with access to all tools in Transition Plan Development, as well as a deeper understanding of the workflow functionality.

 

NOTE: Business Transition Coach training is a prerequisite for Transition Plan Development Advisor training.

Lawyer reading

Essentials for Growing Your Exit Planning Practice

December 09, 2022 | 10:00 AM – 1:00 PM EST

In this interactive three-hour workshop we will discuss:

 

  • The components of a transition planning system

  • The role of the Exit Planning Coach

  • The key dynamics of the Coach’s role

  • The roles of other key Advisors

  • The essential components of a transition planning system

  • The process that ties together every component of the system

Business Meeting

Mastering the Exit Plan

December 16, 2022 | 10:00 AM – 1:00 PM EST

In this interactive three-hour workshop we will answer the following questions:

  • What is an exit plan?

  • What are the components of the plan?

  • What is the process for developing the plan with the Business Owner?

  • What tools are required to develop the plan?

  • How do you charge for developing the plan?

  • Who develops exit plans?

INTRODUCTION TO THE EXITSMARTS
BUSINESS TRANSITION SYSTEM

THE WORKSHOP SERIES FOR
BUSINESS TRANSITION COACHES

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