Leveraging Your CEPA to Grow Your Practice: An Actionable Playbook to Get Results in Just 90 Days
In this webinar, Micah discusses the operationalization of exit advisory services for CPA wealth advisors. Micah outlines the challenges faced by advisors, emphasizing the importance of exit planning for business owners and the potential growth opportunities it presents. He introduces the concept of a "legendary exit" and shares strategies for building an exit advisory team. Key steps include downloading a wealth advisor playbook, identifying target business owners, and engaging them through monthly email campaigns and educational resources. The episode concludes with a Q&A session addressing specific participant queries and offering actionable insights.
Highlights from this webinar include:Â
Ready to Exit Assessment (0:56)
Overview of Micah's Background (4:41)
Statistics on Business Exits (5:32)
Concept of a Legendary Exit (7:36)
Introduction to the Eight Questions (9:34)
Am I Able to Sell? (10:42)
Understanding Readiness (12:41)
Is Your Business Best in Class? (14:40)
Benchmarking Best in Class Performance (16:46)
Understanding Business Worth (20:52)
Identifying Value Gaps (23:38)
Life of Significance (27:33)
Defining Personal Values (30:26)
Compelling Reasons for Change (37:24)
Overview of Exit Strategies (40:03)
Valuation and Transaction Costs (41:56)
Recap of Key Questions (45:17)
Defining Business Changes (50:01)
Four Intangibles Driving Value (52:49)
Reverse Engineering Your Target Valuation (56:24)
Closing Remarks and Free Assessment (1:00:31)
Micah Brandenburg, founder of Legendary Exits, hosts exclusive webinars designed to help business owners and advisors navigate the complexities of exit planning with clarity and confidence. With over 20 years of experience in scaling businesses, securing $500MM+ in capital, and guiding countless entrepreneurs toward successful exits, Micah brings real-world expertise to every session. These webinars cover key topics like maximizing business value, best-in-class performance, and strategic exit execution—providing actionable insights that drive results.
The information provided on this podcast does not, and is not intended to, constitute legal advice; instead, all information, content, and materials available on this podcast are for general informational purposes only.
