Value Growth Case Study CEPA Programs 2025 (General) Members featured on our website

Members featured on our website as Exit Leaders - visibility and credibility

you know your business will eventually change hands

Expectations

how he started the Exit Planning Institute

The Making Referrals Predictable course was created to take business advisors through the process of developing your own referral system and what key strategies to use to ensure yourself consistent new business as an advisor

Value Growth Case Study CEPA Programs 2025 (General) Members featured on our websiteThe Value Growth Case Study course was designed to provide a deep dive look into how Value Growth Advisors play a role in the value acceleration process. The value growth case study created for this course illustrates in real time what to look for, how to prepare, and how the process can play out over time. Upon completion of the course, you will be eligible for up to the following amounts of CE hours: VAK: 4 CPE: 3. 5 CFP: 3. 5