HOLISTIC EXIT PLANNING: A CERTIFIED APPROACH TO NEW OPPORTUNITIES

The Professional Development Award in Business Exit & Succession Planning addresses each of these areas

Designed specifically for those providing professional services to middle market business owners, the programme enables professionals to:

• Deliver a holistic, client-centred approach to exit planning

• Build deeper and stronger relationships with existing clients

• Create clear differentiation between a skilled exit-planning professional and the adviser who focuses only on exercising their traditional skills

• Generate additional revenue opportunities by providing value-added services to your clients

• Increase your client base as clients seek out your exit planning expertise

Your Roadmap to Success



Recognised Professional Development

• Based on a proven process developed by the Exit Planning Institute in Chicago

• Customised by UK exit planning professionals to address the unique requirements of the UK and European market

• Supported by the Exit Planning Company and MA Consulting International

• Accredited by UWIC and the Cardiff School of Management as a professional development award

• Provides 20 credits towards an MBA

As well as the formal professional accreditation, the value of this programme is that it provides participants with strategic tools and techniques they can use immediately , including Report Template and Marketing and Selling tools to promote the Exit Planning Service.

Highlights of this Unique Programme

The programme runs over 4½ days at the Cardiff School of Management in Llandaff, Cardiff. Delivered through a mix of professional presentation, interactive discussion, real-life case studies and practical exercises, participants are encouraged to actively contribute examples from their workplace throughout the programme.

A Certificate of Professional Development is awarded with 40% of the assessment through a multiple-choice examination at the end of the programme and 60% awarded against a client report.

Participants are expected to identify an existing client with whom they can work to produce the client report for final assessment. Participants are fully supported throughout this process by personal mentors. The majority of participants choose to charge their client for the report, with a report charged out on average at around £5000.

Don’t miss the chance to increase your professional skills and be part of this unique expanding market opportunity – register today!

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