Beyond CEPA: Phase 1 (EPI Academy Bundle)

Phase 1 of the Beyond CEPA path focuses on "Foundation and Implementation." This bundle offers four EPI Academy courses that are recommended to complete in this phase, ensuring a comprehensive approach to mastering exit planning strategies. Save $600 off retail price!

Upon completion of each course, you will be eligible for up to the following amounts of CE hours: VAK: 12 | CPE: 8 | CFP®: 2.5

Package includes the following EPI Academy courses:

• Making Referrals Predictable: Are you tired of leaving your referrals to chance? Unlock the secrets to generating consistent and predictable referrals with our comprehensive and results-driven course. Referrals are the lifeblood of any successful business, and now you can harness the power of proven strategies to make referrals a reliable and strategic part of your growth strategy. (Value Acceleration Knowledge Hours: 3 | CPE Hours: 2)
• Empowering Conversations with Business Owners: What is an "empowering conversation?" When it comes to discussing exit planning with your clients, it's the catalyst for triggering owner action. This course shows you as an advisor how to deploy these conversations, better engage clients, and how to change the standard business owner mindset. (Value Acceleration Knowledge Hours: 3 | CPE Hours: 1.5 | CFP® Hours: 1.5)
• Business Valuation Through the Value Acceleration Methodology: This course was created to take attendees through an exploration of business valuation as a continuum. Attendees complete the course with a better understanding of the different valuation solutions that can be used with clients, when to use certain tactics, how to choose the best partners for your team, and be a better partner yourself. (Value Acceleration Knowledge Hours: 2 | CPE Hours: 1 | CFP® Hours: 1)
• Team Building: Defining, Building, and Leading Well Functioning Teams: 

  This course will take you through the foundational elements of putting a team in place, and how to master behaviors critical to a team’s success. Giving attendees a better understanding of why, when, and where to utilize teams, as well as impactful tools and strategies to put your knowledge into practice. (Value Acceleration Knowledge Hours: 4 | CPE Hours: 3.5)