BUILDING YOUR EXIT PLANNING SERVICES WITH MAUS AND THE EPI
The Exit Planning Institute is the Authority in Exit Planning! Rapidly Accelerate the Value in Your Client’s Business with a Holistic Exit Strategy and automate the processes using the MAUS ValueMax Program
The Exit Planning Institute
The Exit Planning Institute is an education company that provides professional advisors with the content, tools, and training to deepen their working relationship with business owners. The Certified Exit Planning Advisor Credential (CEPA) enables advisors to strengthen their client relationships, be more holistic in their process, and become an owner’s most valued advisor.
Through the process of Exit Planning using the Value Acceleration Methodology, owners can build more valuable companies, have stronger personal financial plans, and align their personal goals. Earning CEPA doesn’t change a professional advisor’s expertise, it expands their knowledge base, enhances their ability to engage business owners, and have value-added conversations around growth and exit.
Earning CEPA is for those that want to:
- Differentiate yourself from the competition
- Gain better access to business owners
- Become more engaged on a business owner’s advisory team
- Have deeper and more holistic conversations with business owners
- Grow your referral network of professional advisors
- Access hundreds of marketing and business development tools tailored for owners
Exit Planning Institute Provides Advisors with:
- An industry-leading credential that helps you effectively engage with business owners
- The Value Acceleration Methodology, a complete framework for Exit Planning
- A robust and unique catalog of free webinars featuring exit planning, business, marketing professionals, and more
- An extensive national Chapter Network with monthly events and networking opportunities
- Access to a complete database of exit planning content, presentations, and research
- Hundreds of marketing and business development tools and templates tailored for owners
- Marketing For Professional Advisors Masterclass
- Industry insights on the Exit is Now Blog
- State of Owner Readiness Reports
Check out the latest Exit Planning Institute Content
The process of growing a significant company takes time and can be complex. This white paper takes the Value Acceleration Methodology and breaks it into 5 easy concepts as we introduced as 5-4-3-2-1. Though easy to understand as a business owner you may be sitting here still wondering “how do I implement this?”
Owning a business comes with more than its fair share of risks. To increase value and minimize risks in your business, follow the 5 Stages of Value Maturity.
EPI made a conscious decision to invest in their human capital to have immediate short-term results and long-term value growth. See how they improved their business value and grew the human capital in their organization.