Value Growth Case Study CEPA Programs 2025 (General) We will discuss and learn

We will discuss and learn the fundamentals of exit planning and how exit planning advisors can monetize and utilize exit planning to help business owner clients sell their companies for more money and have a successful exit

The planning also includes the creation of a trust to protect the client's assets while growing wealth for them and their family for multiple generations

how he started the Exit Planning Institute

you’ll be expertly paired with advisors and partners from our vast network

The event promises an exceptional opportunity for networking and learning within the realm of exit planning

Value Growth Case Study CEPA Programs 2025 (General) We will discuss and learnThe 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