Regardless of your primary discipline, all CEPAs should be promoting the use of a Triggering Event to begin the Value Acceleration process. Why? Because it triggers a flurry of action.
Learn more about what is included in a Triggering Event during an exclusive workshop before the 2024 Exit Planning Summit this April in Marco Island, Florida!
What is the Triggering Event?
The Triggering Event is an independent personal, financial, and business assessment correlated to the business range of value. This first step in the Value Acceleration Methodology™ is a game-changer. It is a supercharged business valuation because it not only tells owners what their business is worth today (if anything), but it also tells them what its potential Best-in-Class Value may be.
For many business owners, knowing the Best-In-Class Value is even more valuable than knowing its present value. Better yet, it explains why the business is worth what it is today and identifies specific actions to protect, build, and unlock value, often increasing the owner’s personal wealth by five to ten times their current wealth. Further, it predicts the probability of succeeding with growth and transition strategies and identifies the owner’s Wealth Gap, Profit Gap, and Value Gap. Knowing these three gaps is critical. Yet, most owners are not even aware of them.
Mastering the Triggering Event Workshop
During this interactive workshop the creator of the Value Acceleration Methodology, Author of Walking To Destiny, and CEO of Exit Planning Institute, Chris Snider, will provide insights and share his tips to sell, conduct, and deliver a Triggering Event. This workshop is exclusive to 40 people ensuring you receive one-on-one time with Chris to get your exit planning questions answered.
Chris will share the key language, terms, and techniques an advisor can utilize to intrigue the business owner and how to sell the benefits of a Triggering Event. In this small workshop setting, attendees will receive individualized attention as Chris explains the five steps to produce the deliverables and conduct an interactive workshop with business owner clients.
Learn more about the Mastering the Triggering Event Workshop and register today before spots run out!
Attend the 2024 Exit Planning Summit
The Exit Planning Summit provides advisors with a transformative impact. Elevate your approach to business owners, foster meaningful interactions, and experience conversations that drive effective exit planning strategies. During the three-day Summit, attendees will cultivate lasting relationships and establish enduring connections with influential business owners, setting the stage for a consistent stream of successful sales opportunities.
Immerse yourself in a transformative experience at the forefront of exit planning in Marco Island from April 28 – 30. Join hundreds of professional advisors and their teams for three days of enriching education, actionable insights, and global networking at the 2024 Exit Planning Summit.
Join us in Marco Island this April!
