At the Exit Planning Institute® (EPI), we are committed to forging partnerships that provide real value to business owners and advisors alike. We are excited to announce a new strategic partnership with Focal Point Business Coaching. Focal Point Business Coaching provides custom coaching that enables leaders and their teams to grow and become successful.
Introducing Focal Point Business Coaching
Focal Point Business Coaching is a company that helps business owners, executives, and leaders reach their goals and build successful businesses. Working closely with Focal Point’s Value and Transition Advisor team, clients move successfully through every stage—from growth through value acceleration to a smooth transition. Focal Point coaching provides custom advice and practical strategies to help clients get to "the point" of achieving their goals, with a clear focus on the endgame of transitioning their business.
The Story Behind Focal Point Business Coaching
The Value and Transition Advisor team of Focal Point knows that every business has a story—and every story deserves a great ending. Starting a business takes a lot of hard work, and growing it is an even bigger challenge. When it is time for a business owner to move on, the next steps can feel confusing or scary. That is where Focal Point steps in to help.
Focal Point works with business owners to make sure their businesses are ready for the future. Whether they want to sell their company, pass it down to their family, or bring in new leaders, Focal Point helps them create a plan that works. Focal Point’s goal is to protect everything the business owner has built and make sure their hard work lasts for years to come.
How Does Focal Point Drive Value?
Focal Point uses a proven foundational framework to identify and address the three gaps of value, profit, and wealth. Their framework drives a collaborative coaching relationship that focuses on drivers that enhance business value and transition strategies that assist business owners in achieving their vision for growth and eventual exit to their next chapter in life their endgame.
Benefits for Certified Exit Planning Advisors (CEPA®)
As Value and Transition Advisors, the Focal Point team is ready to support other CEPAs in any phase of the process. Focal Point is capable of helping to build the plan, working with the client to close gaps and accelerate value, and be part of the decision process.
Strategic Partnership with Exit Planning Institute®
The EPI community aligns well with Focal Point’s desire to create strategic partners in non-competitive industries to maximize client relationships. As a community of coaches, Focal Points emphasizes its expertise in exit planning coupled with a world-class coaching curriculum to help business owners close their profit gap, value gap (and therefore wealth gap), and readiness gaps. Focal Point helps business owners increase the value of their business, helps them exit, and helps them unlock the wealth they need in their retirement.
Why Join EPI's Strategic Partnership Program?
The Strategic Partnership Program facilitates connections between advisors, specialized experts, software tools, and resources to develop successful teams. In the evolving landscape of exit planning, partnerships like these are essential for driving significant progress and ensuring lasting success
Interested in becoming a Strategic Partner? Contact our Director of Strategic Relationships, Josh Koza, for more information!
