Maximize Your Business’s Value Today with our
Accelerate Your Exit Planning Practice Program
Professional Advisers: Ensure Your Success Today
One of the biggest challenges you’ll encounter as an Exit Planner is figuring out how to integrate Exit Planning with your current professional practice. How do you align the services you have delivered in the past with those you want to add now that you’re an Exit Planner? With Julie’s expertise leading the way, you’ll discover how to successfully create and implement an integration action plan.
Virtual Workshop Outline
When you become a part of the Accelerate Program, you gain access to Julie’s curriculum that walks you through the steps in establishing a successful exiting planning practice. Register below.
Over the course of 5 dates, you’ll work towards:
Invest your time and resources into a program that pays dividends later.
Virtual Workshop Details:
- July 19th, 2019
- August 2nd, 2019
- August 16th, 2019
- August 30th, 2019
- September 6th, 2019
- October 4th, 2019
- October 18th, 2019
- November 1st, 2019
- November 15th, 2019
- November 29th, 2019
“The one day course was fantastic! Well worth the extra time and investment to further along our practice. The day was a mix of presentation, discussion, and development of materials for our company. We implemented ideas discussed during the course within the first week, and are already seeing the benefits. I would recommend the course to anyone who is looking to kick start their exit planning practice.”
“Great job, Julie! I appreciated the way the forum helped us to collaborate as a group, sharing stories and best practices. The sharing spurred new ideas I may not have previously thought of. Thank you!”
“Julie – this was excellent and timely for me. Please let me know when you are ready to offer a follow on course. I also appreciated the material you have sent us, and the 30 minute call. I still have so many questions as I try to establish a model to scale my exit planning practice – your insights are invaluable for me right now.”