Combine your previous training, unique skills, and technical acumen with our before, during, and after engagement and process tools to open the conversation, close the entire engagement, manage the work, and cross-sell your services.
The CFGA licensing course is a deep dive into the discovery and mechanics for all facets of the exit planning journey, including:
Co-branded marketing brochures (hard copy and digital) as well as seminar content and presentations.
Counseling and conversation tools as well as online surveys and assessments to help entrepreneurs find clarity about the dichotomy that exits in their gut, honor their journey thus far, unpack their priorities, and identify the issues to focus on.
Training and education to have conversations about (and identify the need for) technical value enhancement functions and transition goals such as: valuations, financial reporting & projections, cash flow, operational & leadership issues, the wealth gap, tax planning, internal & external succession options/structures, and due diligence preparation.
Comprehensive advisor’s guide outlining the mechanics to maintain momentum and complete the 7-Step Business Succession Journey.
The ultimate “cheat sheet” with links to memo’s, forms, checklists, templates, customizable reports, and benchmarking tools to celebrate the wins.
DATES: Monday, July 11 – Thursday, July 13
PRICE: $3,500 (discounts available for
. SCI Academy members)
. $1,000 annual licensing fee
VENUE: Southern California Institute
. 10251 Vista Sorrento Pkwy, Ste 250
. San Diego, CA 92121
Who It’s For:
CFGA was created for advisors in our circle who want to retain the quarterback role, continue to get compensated for their core discipline, help their clients who need exit planning, and partner with TFG to do the value acceleration work.
To register, please complete the form below.
Become part of a multi-disciplinary exit planning advisory team with revenue opportunities
and the success formula you need to attract, engage, and work with these business owners.
See the full CFGA Journey Toolkit and Workflow Process below.
(Click on the graphic to enlarge.)
This program is offered by the Southern California Institute in partnership with The Founders Group