Exhibitors
International Exit Planning Association
The International Exit Planning Association (IEPA) is a practitioner development organization that offers proven resources, topical education, and peer mentorship to exit planning practitioners all over the world. Our founder, John Leonetti, CBEC®, CEO of IEPA, exit planner at Beacon Hill Equity Solutions, head faculty at IEPA, author of Exiting Your Business, Protecting Your Wealth, and creator of the Six-Step Exit Planning Process, has one major mission: help business owners solve problems.
Our programs and services are uniquely positioned to share best practices from active exit planning firms and practitioners from across the industry while focusing on helping advisors who want to go beyond education and implement exit planning into their firms in a way that will transform their business owner clients’ lives.
Learning for the sake of learning is good; however, if you are interested in integrating what you’ve learned to reach new heights as a professional, you have found the right community. We share what we know in abundance (and with the science of how humans learn top of mind) while supporting you in implementation through study groups, mentorship, and ongoing cohort peer groups who are winning exit planning engagements and driving best practices industrywide.
Address
776R Washington StreetCanton, MA
02021
United States
Contact Sponsor
NASBA Approved providers:
- National Registry
Registry ID:
109010Approved Delivery Method:
- Group Internet Based
- Group Live
-
How to Add Business Sales & Success Fees to Your Advisory Practice
06-Jun-2023 International Exit Planning AssociationField of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Do you want to gain confidence and learn the basics of taking your business owner client through the sale of their business? Are you ready to expand your advisory practice in light of legislative chan ...Program Level:
BasicDelivery Method:
- Group Internet Based
Location:
- MA
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 13 - 16 credits
Description:
The CBEC® Designation delivers a combination of training and skills through leading-edge curriculum, top expert instructors and community support. Learn new skills and techniques to help your business ...Program Level:
AdvancedDelivery Method:
- Group Internet Based
Location:
- MA