Do you know what makes your business valuable? Understanding your business value is important for owners looking to exit their business as well as those hoping to build their business exponentially. The Basics of Value Acceleration course was created as an introduction to exit planning and business value growth for both business owners and advisors.
At Exit Planning Institute, we believe that every advisor and owner should be educated on exit planning, even if they are not planning on exiting their business anytime soon. Our Certified Exit Planning Advisor (CEPA) credential provides an in-depth look at every phase of exit planning from industry experts. However, we know that not every advisor or owner is interested in earning this credential at the moment.
Do you ever wish that your business owner clients were sitting next to you while you attended your CEPA program? We have heard from our CEPAs that they wished there was a program for their owners to learn about the foundational elements of exit planning prior to beginning their client engagement. The Basics of Value Acceleration offers the ability to gain an understanding of value acceleration, exit planning, and the intangible capitals in every business at an introductory level.
The Basics of Value Acceleration
During this course, host and EPI President, Scott Snider, will take you through the Value Acceleration Methodology™. This methodology was created by Chris Snider and is seen in the book, Walking to Destiny. Attendees complete the course with a baseline understanding of exit planning and how to help business owners plan for their exit effectively.
On-Demand Learning:
During the six self-paced modules, attendees will learn the current challenges facing business owners, an in-depth definition of exit planning and a deep understanding of its concepts, and how to determine business value. The Basics of Value Acceleration is the perfect way to begin your journey with exit planning education. This course provides a framework for exit planning that is expanded upon in our Certified Exit Planning Advisor credentialing program.
Module One: Understanding The Business Owner Mindset
Learn to recognize the challenges that today’s owners face and define the mindset shifts created by the Value Acceleration Methodology as written in Walking to Destiny. The ability to understand a business owner is one of the most crucial to facilitating an effective exit strategy.
Module Two: Defining “Exit Planning”
Understand how to label and break down the “Three Legs of the Stool” and analyze the different paradigm shifts that come from the exit planning process. By managing an owner’s business, personal, and financial goals, you not only build value in their business but their life outside of the business as well.
Module Three: Simplifying The Process
Recognize the core concepts of the Value Acceleration Methodology and put each concept into action. This methodology serves as the backbone for the exit planning process. By learning the three gates to this methodology, you are prepared to build significant value in a business.
Module Four: Dissecting the Methodology
Understand how to dissect owner readiness and business attractiveness. While a business might seem attractive to buyers from the outside, if the owner is not ready to exit their business for any reason, their exit can be unsuccessful. During this module, attendees will also learn how to identify and calculate the wealth, profit, and value gaps.
Module Five: Implementing the Methodology
Learn how to implement the process through each gate of the methodology: Discover, Prepare, and Decide. Attendees will also organize each step in the Five Stages of Value Maturity. This module expands on the Value Acceleration Methodology and prepares advisors and owners to effectively execute an exit strategy.
Module Six: Building Strong Teams
Finalize how to structure an owner’s exit planning team and illustrate each of the ideal core team members. As an owner or advisor, you play a part in a larger exit planning team. Learn how to secure your place on an owner’s trusted team and understand the roles needed to facilitate an exit.
Learn more about all the EPI Academy courses and register for The Basics of Value Acceleration here.
What is EPI Academy?
Exit Planning Institute now offers a variety of advanced courses through our EPI Academy platform.
EPI Academy is Exit Planning Institute’s new interactive online learning platform. This platform allows advisors to easily find the content and education they are looking for to enhance their practice and get the most return on their CEPA credentials. These include recommended learning and professional development plans. Scott Snider says EPI Academy “continues professional development in a convenient way. It provides advisors with a platform to build and advance their own practice by completing courses at their own pace online.”
