Attract, Engage, and Work with Privately Held Businesses

Now Taking Applications for 
For July 11 – 14, 2022 Program 

This is not just another training program.
Combine your previous training, unique skills, and technical acumen
with The Founders Group’s licensed “secret sauce” to cause business transition planning engagements.

The Certified Founders Group Associate™ (CFGA) will allow you to join a
larger multi-disciplinary team with exit planning revenue sharing opportunities.

Adding business exit/succession planning to your existing practice can be overwhelming. As a CFGA, you don’t have to re-create the wheel. Capitalize on a unique process, methodology, and digital tools to augment your client offerings while maintaining the quarterback position.

Complete the form below to request an application.

Who is it for?

For independent advisors who provide one or more of the following services and wish to add (or further develop) exit planning to their practice but would prefer to be part of a larger multi-disciplinary team with revenue sharing opportunity.
  • Financial Planning
  • Investment Banking
  • Accounting
  • Legal Services
  • Business Brokerage
  • Insurance Services
  • Banking/Financing
  • Tax and Estate Planning
  • Executive Coaching
  • Outsource Experts/Providers

What do you get?

Gain a packaged set of tools, along with instructions on how to use them, to “insert” into your practice immediately, including but not limited to:
  • Technical Acumen: valuations,
    financials, projections, pre-due diligence,
    tax planning, Five Transition Goals™, and
    case studies.
  • Value Enhancement: digital assessments,
    pre-due diligence prep, client workshops
  • Quiet Confidence: client conversation
    tools, independent and group exercises,
    client receptivity
  • Multi-Disciplinary Team Training:
    quarterback role, EP revenue
    sharing, TFG client meeting process,
    methodology, and templates
  • Marketing: TFG specific message
    training, co-branded marketing
    materials, business succession

When, Where, and How Much?

Live & In Person Dates:
Monday, July 11 – Thursday, July 14

Southern California Institute
10251 Vista Sorrento Pkwy, Ste 250
San Diego, CA  92121

$3,500 (discounts available for SCI Academy members)
$1,000 annual licensing fee