Certified Succession Planner
Understand the interdependence between finance, family and management for Succession Success and add more value to your clients with new services.
What's included as a founding member?
- Reduced Pricing
- First access to course
materials - Lifetime access to materials
and updates - Free virtual live sessions for
founding members only - Ability to provide feedback
and shape the program - BONUS: Special gift for
founding members - Certificate will indicate you
are a founding member
"The most important item I gained by obtaining training is succession planning was an understanding of the legion of drivers that impact a successful succession plan."
Leon M Rogers
"This training helped me transition from selling to asking better questions. This also enhanced my listening skills and I pivoted to teaching/consulting to their issues. I was better able to help privately held businesses move through the process of Succession, Exit and Transition."
Michael C Valdez
