CERTIFICATE IN EXIT PLANNING

Certificate in Exit Planning One Day Course

The Certificate in Exit Planning One Day Program was developed by nationally recognized experts who serve as faculty members for the Exit Planning Institute’s Certified Exit Planning Advisor (CEPA) Program.The one day program was designed to take professional advisors, as well as sales and marketing professionals and colleagues of existing CEPAs, through a one day course that gave an overview of the overall Value Acceleration Methodology and provided some insight into the CEPA Program itself.

NEXT COURSE
Where – Perth Australia
When – February 3rd 2017
Time – 8:30 sign in for 9-5pm course.

Where – Sydney Australia
When – TBA
Time – 8:30 sign in for 9-5pm course.

PAST COURSES
Where – Crown Plaza Surfers Paradise – QLD Australia
When – November 10th 2016
Time – 8:30 sign in for 9-5pm course.

Where – Minter Ellison reception on level 23, Rialto North Tower, 525 Collins Street, Melbourne (Leach-Jones Room)
When – October 7th 2016
Time – 8:30 sign in for 9-5pm course.

The program takes the attendee through six modules which concentrate on the core elements of the Value Acceleration Methodology and the organizing principle of the methodology called Master Planning. Master Planning has three critical components referred to as the “three legs of the stool”
Maximising Business Value
Personal Financial Planning
Life After Business Planning.

Participants will also learn to describe deliverables at each of the three major gates of the methodology and understand how the exit planner and the “triggering event” creates action and generates business opportunity and deal flow for other professional advisors while significantly improving value and probability of a successful transaction.

Once attended, participants will be able to:

Communicate the benefits of the Value Acceleration Methodology which focuses on identifying, protecting, maximizing, harvesting and managing owner and family wealth.
Name and describe the deliverables at each gate of the Value Acceleration Methodology
Describe how the “triggering event” enlightens owners to take action to begin working on their transition process
Describe the three critical components of a successful transition process
Describe the key roles of each of the team members involved in exit planning
State the statistics from the State of Owner Readiness Survey which describes the current state of owner readiness
Describe the market opportunity created by the baby boomer generation age wave
Understand how the exit planner and the “triggering event” creates action and generates business opportunity and deal flow for other professional advisors while significantly improving value and probability of a successful transaction.

WHO SHOULD TAKE UP THIS GREAT OPPORTUNITY

• Those wanting to tap into a 6000 billion dollar blue ocean opportunity – click here for more info
• Those with a passion for helping others achieve their business goals.
• Those looking to retire from their career, but still have more to offer the business community.
• Those looking to become their own boss in an exciting and diverse industry.
• Those with the drive to establish a career in the business consulting industry.

 

WHY SHOULD I DO THE COURSE?

BusinessPeople
Unparalleled experience – MAUS has 20 years of experience in business advisory lead generation, training, business models, methodologies and software.

Can you afford to ignore the secrets and lessons learnt by a company that has serviced over 60,000 customers and 10,000 business advisors worldwide?

learn how to win clients and build a profitable practice from practicing professionals earning 6 figures.

Walk away ready to approach your first client – Have the tips, secrets, structure and fire power to confidently approach your first client. Receive software, accredited framework, client handouts.

 

WHAT RECENT ATTENDEES ARE SAYING?

 

“I have been working as an Accountant advising SME’s for over 20 years. I have been searching for a program that brings everything together for us as Advisors to implement and execute with SME’s. [This program] does it for us”.

Mike Crowley, Mike Crowley & Assoc.

 

What people have said about the MAUS training courses:
click here

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