Join us for an educational workshop where mergers & acquisitions (M&A) industry veterans will share insights into new, profitable opportunities for Exit Planners to continue to assist their business owner clients through business sale, after the completion of an exit planning engagement.

A Certified Exit Planner is a true champion of the clients they serve – the business owner. Using newly developed tools and resources, Exit Planners can maintain their client-advisor relationship and advise business owners through the sale of their business from start to finish. Join us to learn:

  1. Problems in today’s small business transaction (M&A) industry and the solutions to these problems.
  2. Six (6) steps to sell a business from start to finish.
  3. How to use the Mavrek transaction advisory software.
  4. How Business Advisors (CExPs, etc) are utilizing Mavrek to assist clients and increase advisory revenue.