Becoming the Most Valued Advisor

The process of helping a business owner create a significant company, that also aligns to their personal and personal‐financial goals, has evolved over the past several years. Today, the Value Acceleration Methodology is the most widely accepted and endorsed process in the advisory space.

But as a financial advisor, where do you fit in when it comes to exit planning?

This process puts you on the core team and establishes a clear personal‐financial planning path for the business owner. This path aligns with the business owner’s company’s needs, and begins to significantly drive value across all three legs of the stool:

Business.
Personal.
Financial.

Tune in for an insightful conversation with Scott Snider, President at Exit Planning Institute, where he introduces the core methodology and process, as well as helps define exit planning concepts.