Become A Certified Exit & Succession Planning Advisor

Industry-leading training events for Consultants, Advisors & Coaches looking to build a profitable practice and leverage technology

Proudly backed by the Institute of Advisors

Course Outline

Exit & Succession Planning is the fastest growing profitable niche for advisors, accountants, wealth planners and business coaches. As a ValueMax Certified Advisor, you’ll be educated in the entire exit and succession process, and then shown how to use and effectively leverage the MAUS software & marketing resources to build a profitable exit planning income stream. This course would be suitable for accountants, business advisors, professional advisors, business coaches and new start advisors.

Who Should Enrol?

Contact us below for upcoming dates and info

Course Highlights

    • Deep dive training on the exit planning opportunity and ValueMax methodology
    • Education and confidence building around how to leverage and successful implement the One page exit plan 
    • Complete client methodology and client workbook
    • Live business case study
    • Exit planning business models scaling your practice
    • 12 module online business coaching program

What’s Included in The Program?

    • Tickets to the course
    • MAUS ValueMax Certified Advisor Credential
    • Complete video training resources
    • Templates, tools, proposals & complete marketing resource kit
    • Certified logo & online certification platform

Goals During The Course

    • Theory: To provide an overview of the exit planning process and highlight the most important areas. Includes sample client diagnostics, tools and processes.
    • Software: To provide a deep dive training into how to use the ValueMax software to generate assessments, action plans and create reports such as the One Page Exit Plan.
    • Revenue & Implementation: How to best leverage the credential and software to win new business and generate recurring revenue.

Training and software backed by the Institute of Advisors

Find out more today!
Simply fill in the form below to receive your more info pack

PRIVACY :Your details will never be sold, rented, or otherwise released to athird party. You can unsubscribe at any time

"I would highly recommend this course to all advisors, accountants, bookkeepers and consultants. I was blown away with the power and practical nature of the course. Probably the most effective and enjoyable course I have ever done. The credibility networking & MAUS tools has helped me to move my practice forward
Phil Roberts
Certified Business Advisor