Personal Planning Deep Dive: The Art of Initiating and Guiding the Process - DriveValue.com Summit Shop 2022 Network and connect with like-minded

Network and connect with like-minded individuals within the exit planning industry this November

Elevate your understanding and ability to assist business owners in planning for successful exits

identify their true issues

The Certified Exit Planning Advisor (CEPA®) Designation program educates on essential Value Acceleration knowledge and skills

comfortable environment suitable a group like ours

Personal Planning Deep Dive: The Art of Initiating and Guiding the Process - DriveValue.com Summit Shop 2022 Network and connect with like-mindedThe Personal Planning Deep Dive course was created to take you through the importance of having a comprehensive Personal Plan, what it includes, and the role of a CEPA in the process. During this course, hosts Susan Latremoille and Marianne Oehser, will discuss how to integrate a Personal Plan into a Financial and Exit Plan to better engage business owners, and what resources and tools to use along the way.