Innovative Management Software
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 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?
- Those wanting to tap into a 6000 billion dollar blue ocean opportunity
- Those with a passion for helping others achieve their business goals
- Those looking to become their own boss in an exciting and diverse industry
- Those with the drive to establish a career in the business consulting industry
Upcoming Dates
- 19th September, Toronto, CA
- 25th September, San Antonio, USA
- 20th November, Winnipeg, CA
Course Highlights
- One day face to face training
- Complete client methodology and client workbook
- Live business case study
- 12 module online business coaching program
What’s Included in The Program?
- Tickets to the One Day live workshop event
- MAUS ValueMax Software and credential
- Complete video training resources
- Templates, tools & proposals
- 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