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HOLISTIC EXIT PLANNING: A CERTIFIED APPROACH TO NEW OPPORTUNITIES


Calling all Accountants, IFAs, Legal Professionals, Management Consultants and Business Advisers

  • Are you looking for ways to grow your professional practice and increase your revenue?
  • Do you want to be more proactive and responsive to your clients’ needs – and deliver solutions that add value?
  • Have you positioned your practice to take advantage of one of the biggest trends in the market?
If you answered YES to all of these questions and you already offer services to business owners looking to exit their business, this unique programme should be of great interest to you:

Do you experience issues with traditional Exit Planning?



Exit planning is a very complex arena that generally requires advice from a number of different specialists. No doubt when you’ve been involved with helping a client to exit their business, you were one of many professional advisers that your client engaged. And whilst you more than delivered your part in the process, you probably found that there was a lack of coordination with your professional colleagues.

Do you feel that a more coordinated approach would have benefited everyone?



So often the business owner’s expectations are optimistically (and unrealistically) high and yet the majority spend more time planning their holiday than they do on planning when and how they exit their business. When they finally sell their business, many business owners are dissatisfied with the overall outcome.

Do you feel that a well designed and comprehensive plan with a clear implementation programme could improve results?



The Professional Development Award in Business Exit & Succession Planning addresses this need and it also addresses an emerging opportunity

Is there an opportunity you haven’t recognized?



The ‘baby boomer’ generation, those born between 1946 and 1964, are getting ready to retire. This means that of the 14 million businesses in Europe in the €5-150 million range, over 7 million will transfer ownership in the next 5 – 15 years.

Have you ever come across a training course where you MAKE MONEY?



This programme is uniquely structured so that you can actually make money and more than cover your investment in your training. As part of the programme you are required to produce an Exit Planning Report for one of your clients. It is expected that you will charge your client for this report and that this payment will more than cover the cost of the training course. See details of the phased payment plan.

If you don’t ACT NOW, you could miss out on this Win-Win Opportunity! Register today!



Read on to find out more. Next Page
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Business Exit & Succession Planning

Professional Development Course

Course 1
4, 5 & 6 July and 18, 19 & 20 July 2011 (By Invitation Only)
Course 2:
12, 13, 14, 15 & 16 September 2011
Course 3:
7, 8, 9, 21, 22, 23 October 2011

Cardiff School of Management, UWIC Llandaff Campus, Cardiff

Deposit (payment 1 of 3) - £1500 + VAT

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