Business Transition Coach Training

Workshop Description

This two-session event is the entry-level training for ExitSmarts Business Transition Coaches. In these sessions, you will: -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) -Be able to identify exactly what level of participation makes sense to you - “Finally” get access to the processes and tools you need to perform the role of Business Transition Coach - Preview marketing materials that can help you market your practice o Power Point presentations that you can use o Receive your own personalized online Readiness Assessment tool – a powerful business owner conversion tool -Gain access to our powerful cloud-based workflow application to coordinate your Business Transition Coach activities -Learn key principles of “coaching vs. consulting”

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