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.

Course Details

DATES:                          Wednesday, September 25 – Friday, September 27, 2024

STYLE:                           In-Person

PRICE:                           $3,500 (discounts available for
.                                       SCI Academy members)

.                                       $2,200 annual licensing fee

VENUE:                          Southern California Institute
.                                      San Diego, CA

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.)

CFGA 2025 Dates:

Wednesday, February 19 – Friday, February 21, 2025

Wednesday, September 17 – Friday, September 19, 2025

(Registration for February 2025 will open shortly after the Sept 2024 class) 

This program is offered by the Southern California Institute in partnership with The Founders Group