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Ships within 48 hours · Estimated delivery Aug 28 - Sep 2
Our Exit Planning Summit is where top CEPAs come to build deep relationships
We will progress through the various stages of a successful transition and where advisors can add more value to your clients
We will also be reviewing an exit planning case study if time permits
We are looking forward to hosting the annual social event in-person again
EPI Twin Cities Metro Area Chapter Event | January 11, 2023 Masterclass 2021 Our Exit Planning Summit isWork through a live case study showing how the Capitalize 21 step model using the five stages of value will help you deliver consistent exit planning advice at scale. This platform uses the IP that has been used to successfully exit over 800 clients over 12 years.
