Maximize Your Business’s Value Today with our
Accelerate Your Exit Planning Practice
Exit planning launch program for professional advisers
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:
Topics you’ll learn during the workshop:
Invest your time and resources into a program that pays dividends later.
Upcoming Virtual Workshop Details:
Intro to Accelerate your Exit Planning Practice:
The Accelerate Program Goal:
See what past workshop participants have to say:
“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.”
“This was one of the best training programs I’ve attended. Julie shared great insight on how to go about building a practice including some “proven” tips based upon her personal experience. I highly recommend this class to anyone starting a practice. I can’t thank you enough!
“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.”
“Julie is likable and trustworthy. She made great material more compelling.”