Course curriculum

  1. 1
    • 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...

  2. 2
    • 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

  3. 3
    • 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

  4. 4
    • 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)

  5. 5
    • 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)

  6. 6
    • 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)

  7. 7
    • 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)

  8. 8
    • 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)

  9. 9
    • 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

    • Homework

  10. 10
    • 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)

  11. 11
    • Succession and Exit Quiz

    • Assignment - Prepare and Exit Plan for a client

  12. 12
    • Darrell Weekes-14