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by Colleen Kowalski on November 23, 2020
$1,500 – CEPA Masterclass + Beyond CEPA Package
Our CEPA Masterclass + Beyond CEPA Package includes everything a great advisor needs to fully support their clients during the Exit Planning process. You will receive access to our full five-day CEPA Masterclass, which offers attendees an innovative learning experience, performance-enhancing resources, and the strategic insights and tools to help them advance their practice in a transitioning marketplace.
CEPA Masterclass Registration
Upgraded 1 Year Owner Roundtable Library Membership
10 copies of Walking to Destiny by Chris Snider
Practice Launch Lite – Releasing later this year!
($4,100 Value)
$1,000 – Owner Education Content Package
Our Owner Education Content Package provides enhanced content to our members. Gain access to additional content libraries that can be utilized to grow your advisory practice.
1 Year access to Owner Roundtable Library content
10 copies of Walking to Destiny by Chris Snider
Practice Launch Lite – Releasing later this year!
($2,500 Value)
The ORT Library provides turnkey owner facing content and tools meant to directly educate the business owner on the value acceleration methodology, making you a more sought-after advisor. The library also includes materials and marketing pieces to help the CEPA conduct and host virtual or in-person educational owner roundtables including topics on Five Stages of Value Maturity, Value Acceleration Methodology and Exit Options.
Walking to Destiny is a book written for business owners by business owner, Chris Snider. It is a proven system to maximize value, grow income, and build a business that can run without you, even if you never plan to leave. This book also acts as a great leave behind for your new and potential clients.
Practice Launch Lite is a virtual workshop with Exit Planning Institute’s CEO, Chris Snider. He utilizes his own consulting and exit planning firm, Aspire Management, to show advisors how to create actions plan to implement exit planning into their practices as a service and into their marketing. The workshop will allow the advisor to understand how to position their practice for business development, practice management, and client delivery.
$52.00 – Missed the Bash? Get the Box! 2020 EPI Insiders Bash Box
Includes 6 of the tops reads for 2020 and Bash accessories.
Stories that Stick by: Kindra Hall
Willing Wisdom by: Tom Deans Ph.D.
The Reality of Change by: Fred Johnson
Poised for Exit by: Julie Keyes
Maximize Business Value by: Tom Bronson
Walking to Destiny by: Christopher Snider, CEPA
Mocktail and Recipe
Inaugural Bash Mug
Pivoting Pasta Recipe
Value Prop
($130 Value)
$96.00 – Rapidly Maximize Business Value Book Bundle
Seeking to help your business owner protect, build and accelerate value in 2021? Position yourself to help drive that process with some of the top value acceleration and exit planning books on the market today. The ValueMax Workbook allows the owner to work through their strategic value assessment in a detailed manner.
3 – ValueMax Workbooks for Owners
2 – The Master Plan by: Peter G. Christman
Mastering the Rockefeller Habits by: Verne Harnish
Poised for Exit by: Julie Keyes
Maximize Business Value by: Tom Bronson
Hard Copy of Walking to Destiny by: Christopher Snider, CEPA
Change the Outcome coffee mug
Value Prop
($240 Value)
While you may be shopping differently this year, the fact remains: you will not want to miss out on our EPI Black Friday Package Deals!
