ValueMax Exit Planning Certification
Exit & Succession planning is witnessing the fastest growth as a profitable niche for business advisors, accountants wealth planners and business coaches. As a ValueMax Certified Advisor you’ll be educated in the entire exit & succession processes, and then shown how to use and effectively leverage the MAUS exit & succession software to build a profitable exit planning income stream.
You will be taken through the fundamentals, as outlined in the course curriculum below, over a series of 6 live webinars presented by Peter Hickey (CEO & Founder of MAUS Business Systems) and Peter Christman (Co-Founder of the Exit Planning Institute). These courses have been based on over 25 years of industry experience and has been developed into a proven step-by -step methodology which anyone can follow!
- 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?
- Enrollment in the ValueMax – Exit Planning Certification
- MAUS ValueMax Certified Advisor Credential
- Complete video training resources
- Templates, tools, proposals & complete marketing resource kit
- Certified logo & online certification platform
What will you learn?
- How to tap into the fastest growing advisory segment
- How to avoid the #1 most common mistake advisors make
- The easiest way to win a client
- How to sell on value and what to charge
- How to create recurring revenue
- A proven step by step methodology
- How to automate scale and leverage your practice
- How to drive regular client accountability