FOR IMMEDIATE RELEASE

Contact: Chris Dungworth
chris.dungworth@rmaconnect.com

 

[Los Angeles, CA, July 23, 2020] Exit Planning Institute (“EPI), a trendsetter in the area of exit planning and value acceleration, and the only organization that offers the Certified Exit Planning Advisor (CEPA) program, has partnered with The Kelley Group (TKG) to provide a comprehensive training program to help advisors identify and solidify relationships with Centers of Influence (COIs) who are seeking help with exit planning, succession planning, value acceleration and/or practice development and to organize collaborative Mastermind Groups.

This powerful one-two-punch training, delivered virtually, will position the professional services expert to become the “advisor of choice” for business owners during their final stages of business development. Ideally, candidates for these innovative programs include: financial advisors, wealth managers CPA/accountants, attorneys, commercial lenders, M&A advisors and business brokers, management consultants and other business advisors.

According to Sarano Kelley, co-founder of The Kelley Group, “In just one webinar, service professionals who work with and advise business owners will learn how to rapidly and massively expand their COI network, build collaborative Mastermind Groups and assist a wide range of business owners with the sale of their business.”

Based on the results of a recent national pilot with one of the nation’s largest financial firms, TKG’s innovative COI program expanded financial advisor networks an average of 300% in just 90 days.

Scott Snider, V.P. of Exit Planning Institute adds, “This webinar is for any professional involved with the massive transfer of business ownership from baby boomer and middle-market business owners to their heirs. It’s also an opportunity to learn how advisors can effectively organize business development teams (COIs) into Mastermind Groups.”

This comprehensive program is based on EPI’s ground-breaking book, “Walking to Destiny,” and TKG’s landmark book, “Reversing the Deal Flow Vol. II,” to be release this fall.

To learn more [register] about this complimentary training program, CLICK HERE


ABOUT THE KELLEY GROUP
Utilizing more than three decades of extensive research and training experience, The Kelley Group is rated as one of the top training companies in the U.S. To date, more than 250,000 professionals have benefited from its innovative and highly effective training and coaching programs and have been educated and motivated at numerous industry events.

ABOUT EXIT PLANNING INSTITUTE
The Certified Exit Planning Advisor trains and certifies qualified professional advisors in the field of exit planning. Developed and taught by a diverse team of over 15 nationally recognized experts, the CEPA program offers attendees an innovative learning experience, performance-enhancing resources, and the strategic insights and tools to help them advance their practice in a transitioning marketplace.


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