(EXIT_VET Accredited) Exit & Succession Planning
Exit & Succession Planning. Government accredited training course
Welcome to the course
How to use this course
Course Overview Hanbook
Goals of course
Workbook & Course Guide
All businesses need an exit plan
steve_beatty__impacts_of_blending_exit_planning_with_advisory
Darrell Weekes-Building the foundation
Phil Roberts- Sport and delegation story
Become a good advisor
Good advisors are active listeners
Peter Christman - What makes a good advisor
Enrolment Form
Before we begin...
Keys to the course
The Institute of Advisors Community
The Institute Professional Standards
Academic Panel-Phil Roberts- Benefits of the Institute
A message from the instructor
Methodology Evolution
One Page Exit Plan Workbook
Exit Planning Course Guide
One Page Blank Template
One Page Template_mid size
One Page Blank Plus Samples
Attractiveness assessments
Value Enhancement Worksheet
Overview
Simon Prowse-What is an exit plan
The Need for Exit Planning
Exit Planning Client Discovery
What is an Exit Plan
6 Exit Planning Questions
6 Questions lead to advisory work
Simon Prowse-Why business owners sell
rebecca_deane_-_impacts_of_not_preparing_to_exit (Original)
Why trained advisors are better
David Blair-Strict formular
Academic Panel-Phil Roberts- How to appropriately give feedback
Empathy and listening
academic_panel_-_steve_beatty__importance_of_having_a_process (1080p)
get everyone on the one page
andrew_henshaw_-_business_owners_&_protecting_assets (1080p)
michael_altenburger_-_common_client_issues (1080p)
Create a One Page Exit Plan
Exit Planning Examples
The value max grid
peter_christman-peter's_elevator_pitch (1080p)
One Page Exit Goals
Course Summary
peter_christman_-_why_use_the_1_page_exit_plan (1080p)
michael_altenburger_-_common_client_issues (1080p)
Personal Vision Workbook Pages
Exit Planning Discovery
Personal Vision Statement
What Factors affect timing
peter_christman_-_asking_personal_probing_questions (1080p)
Simon Prowse- Linked personal and business goals
Simon Prowse-Exit Options
Simon Prowse-Client Discovery Confidence
David Blair-Client discovery meetings
michael_altenburger_-_the_first_things_you_do_with_a_client (1080p)
Business Value Basics
Simon Prowse-Value Enhancement Process
David Blair-Long term value generation
Value Enhancement Basics
Academic Panel- Joe Woodard-Strategic plan
Value Enhancement Worked Example
clients_looking_for_funding_.mp4 (1080p)
Joe Woodard-Why invest in a plan
Academic Panel- Joe Woodard-Strategic plan benfit
Business Strategy leads to Exit Strategy
Academic Panel-Phil Roberts- Strategic Metrics
steve_beatty__impacts_of_blending_exit_planning_with_advisory
andrew_henshaw_-_increasing_a_business'_exit_value (1080p)
andrew_henshaw_-_importance_of_ip_ownership_documentation (1080p)
peter_thurin_-_the_importance_of_the_“why”_in_your_life (1080p)
Business Value Workbook
Understand valuation and action plan
Business Value Goals
Top 7 value drivers
Understanding Client timeframes
phil_roberts_-_financials_of_a_business_(continued) (1080p)
phil_roberts_-_financials_of_a_business (1080p)
michael_altenburger_-_the_80_20_rule (1080p)
Owner Readiness Workbook Pages
Introduction
peter_christman-having_the_client's_spouse_involved (1080p)
rebecca_deane_-_preparing_for_retirement (Original)
andrew_henshaw_-_example_of_increasing_a_client's_value (1080p)
Simon Prowse-More that just financials
Reminding business owners
Case Study Start
Personal net assets
Desired future income2
Cameron_fancourt_-_leaders_must_have_balance (1080p)
Rebecca_deane_-_preparing_for_life_after_exiting_a_business (Original)
Cameron_fancourt_-_what_is_resilience (1080p)
Simon Prowse-Why personal financial in the practice
cameron_fancourt_-_tips_for_coping_with_stresses (1080p)
andrew_henshaw_-_why_should_you_make_a_will (1080p)
cameron_fancourt_-_importance_of_sleep (1080p)
Personal Wellness
Desired future income
Net proceeds
Owner Readiness
Working with Clients
Educating your Client
company's_should_setup_advisory_boards.mp4 (1080p)
what_do_advisory_boards_do.mp4 (1080p)
Academic Panel-Phil Roberts- Monthly Review Meeting
peter_christman-the_accountability_process (1080p)
Academic Panel- Joe Woodard-Why accountability meetings
Simon Prowse-Charging for exit planning
Academic Panel -Fred Fardeau-Meeting Agenda
Simon Prowse-Client engagement Strategy
Academic Panel-Phil Roberts- Strategic Metrics
Darrell Weekes-Advisory Business Model
Academic Panel-Phil Roberts- Monthly Review Meeting
academic_panel_-_steve_beatty__how_steve_got_confidence (1080p)
cameron_fancourt_-_tips_for_advisors (1080p)
Succession and Exit Quiz
Assignment - Prepare and Exit Plan for a client
More resources for you
Darrell Weekes-14
Before you go...