Personal Planning Deep Dive: The Art of Initiating and Guiding the Process - DriveValue.com Summit Shop 2022 Elevate your understanding and ability

Elevate your understanding and ability to assist business owners in planning for successful exits

comfortable environment suitable a group like ours

The Certified Exit Planning Advisor (CEPA®) Designation program educates on essential Value Acceleration knowledge and skills

Network and connect with like-minded individuals within the exit planning industry this November

identify their true issues

Personal Planning Deep Dive: The Art of Initiating and Guiding the Process - DriveValue.com Summit Shop 2022 Elevate your understanding and abilityThe Personal Planning Deep Dive course was created to take you through the importance of having a comprehensive Personal Plan, what it includes, and the role of a CEPA in the process. During this course, hosts Susan Latremoille and Marianne Oehser, will discuss how to integrate a Personal Plan into a Financial and Exit Plan to better engage business owners, and what resources and tools to use along the way.