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.