Exit Planning Boot Camp
May 2024
This training aims to showcase effective strategies and tools for engaging owners in planning, even if they are not solely focused on Exit Planning. Our goal is to enable you to implement your core service offerings more efficiently while assisting these owners in initiating the planning process.
$1,795
Is Exit Planning Certification appropriate for you and your practice?
- Do you represent business owner clients?
- Do you want additional knowledge to engage in planning and problem solving?
- Do you enjoy learning about and incorporating new planning techniques in your practice?
- Are you a thought leader within your profession?
The CExP Certification Process requires
- Openness to approaching planning to achieve the owner’s goals
- Willingness to work with other professionals toward mutual solutions for the business owner’s Exit Planning issues
- Allotment of time and resources
- Successful completion of exams and case studies
- Experience in representing business owners
The Advanced Exit Planning Series modules must be completed within the 12 months prior to taking the case study exams.
Is Exit Planning Certification appropriate for you and your practice?
- Do you represent business owner clients?
- Do you want additional knowledge to engage in planning and problem solving?
- Do you enjoy learning about and incorporating new planning techniques in your practice?
- Are you a thought leader within your profession?
The CExP Certification Process requires
- Openness to approaching planning to achieve the owner’s goals
- Willingness to work with other professionals toward mutual solutions for the business owner’s Exit Planning issues
- Allotment of time and resources
- Successful completion of exams and case studies
- Experience in representing business owners
The Advanced Exit Planning Series modules must be completed within the 12 months prior to taking the case study exams.
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