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 & 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?
- 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
- Advisors that don't want to reinvent the wheel and would benefit from leveraging white labeled slide decks, client brochures and lead generators
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