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This module will show your clients how they can take their company from successful to significant by engaging in strategic exit planning that will increase the likelihood of a successful transition. Explore business owner challenges and exit readiness realities, learn why exit planning is simply a good business strategy, understand how to potentially increase profits while increasing enterprise value, and see a case study of the exit planning process.

PRESENTATION SLIDES

Business owner client seminar: taking your company from successful to significant 

Access the full presentation and speaker notes.

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BROCHURE

Five things every business owner should know about exit planning

Use this investor-approved white paper to help engage your business owner clients and prospects on the topic of exit planning preparedness.

• Five stages of value maturity
• The importance of the four intangible capitals in their business
• The three legs and gaps in their exit strategy
• The two concurrent paths in their exit plan
• The one goal of exit planning

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FLYER

The Value Acceleration Methodology

This investor-approved flyer provides a visual of the value acceleration methodology to help your clients understand how this process works and identify the role of the financial professional during exit planning.

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BROCHURE

Value Growth Advisor brochure

This investor-approved brochure explains a Value Growth Advisor is and their typical background and experience. It provides details about how they collaborate with financial professionals to guide business owners through the exit planning process, helping to maximize enterprise value to help ensure a smooth transition. Additionally, it offers insight into how to find and engage with Value Growth Advisors and how they’re compensated.

Download the brochure