Course curriculum

  1. 1

    • Welcome to the Course

    • How to use this Course

    • Course Overview Handbook

    • 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_Institute

    • 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

    • Why Trained Advisors Are Better

    • David Blair - Strict Formula

    • Academic Panel- Phil Roberts - How to Appropriately Give Feedback

    • Empathy and Listening

    • Academic Panel - Steve Beatty Importance of Having a Process

    • Get Everyone On The One Page

    • Andrew Henshaw - Business Owners & Protecting Assets

    • Michael Altenburger - Common Client Issues

  5. 5

    • Create a One Page Exit Plan

    • Exit Planning Examples

    • The Value Max Grid

    • Peter Christman - Peter's Elevator Pitch

    • One Page Exit Goals

    • Course Summary

    • Peter Christman - Why Use The 1 Page Exit Plan

    • Michael Altenburger - Common Client Issues

  6. 6

    • Personal Vision Workbook Pages

    • Exit Planning Discovery

    • Personal Vision Statement

    • What Factors Affect Timing

    • Peter Christman - Asking Personal Probing Questions

    • 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

  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

    • Joe Woodard - Why Invest in a Plan

    • Academic Panel - Joe Woodard - Strategic Plan Benefit

    • 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

    • Andrew Henshaw - Importance of Ip Ownership Documentation

    • Peter Thurin - The Importance of the “Why” in Your Life
  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

    • Phil Roberts - Financials of a Business (Continued)

    • Michael Altenburger - The 80 20 Rule

    • Exit Planning Knowledge Quiz
  9. 9

    • Owner Readiness Workbook Pages

    • Introduction

    • Peter Christman - Having the Client's Spouse Involved

    • Rebecca Deane - Preparing For Retirement

    • Andrew Henshaw - Example of Increasing a Client's Value

    • Simon Prowse - More Than Just Financials

    • Reminding Business Owners

    • Case Study Start

    • Personal Net Assets

    • Desired Future Income 2

    • Cameron Fancourt - Leaders Must Have Balance

    • Rebecca Deane - Preparing For Life After Exiting a Business

    • Cameron Fancourt - What is Resilience

    • Simon Prows - Why Personal Financial in the Practice

    • Cameron Fancourt - Tips for Coping with Stresses

    • Andrew Fenshaw - Why Should You Make a Will

    • Cameron Fancourt - Importance of Sleep

    • Personal Wellness

    • Desired Future Income

    • Net Proceeds

    • Owner Readiness
  10. 10

    • Working with Clients

    • Educating your Client

    • Company's Should Setup Advisory Boards

    • What Do Advisory Boards Do

    • Academic Panel - Phil Roberts- Monthly Review Meeting

    • Peter Christman - The Accountability Process

    • 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

    • Cameron Fancourt - Tips for Advisors
  11. 11

    • Succession and Exit Quiz

    • Assignment - Prepare and Exit Plan for a Client
  12. 12

    • More Resources For You

    • Darrell Weekes - 14

    • Before You Go...