The value acceleration methodology is the process which integrates exit strategy into business, personal, and financial goals of the business owner. The process consists of three major components, referred to as the “three legs of the stool,”: 1) maximizing business value, 2) personal financial planning, and 3) life after business planning. The process teaches that exit strategy is business strategy. It is about building, harvesting, and preserving family wealth for generations to come. Integrating best in class business practices into daily operations, it focuses on enterprise value and is a revenue-producing model for professional advisors which is justifiable with growth of overall enterprise value.

This CTI Exit Planning webinar series will take the professional advisor through the value acceleration methodology’s three main gates over the course of three webinar weeks: 1) Discover, 2) Prepare, and 3) Decide. Topics of each webinar will be based on the disciplines and activities that take place in each of the main gates.