How To Become An Accredited Advisor
With Cliff Spolander
We would like to invite you to an exclusive 30-minute complimentary Exit Planning Strategy Session for Accountants and Business Advisors with our founder and CEO.
“Find out how you can add value to your clients through strategically helping them develop their exit plans using the Business By Design methodology.”
This 30-minute exclusive session is for a small number of forward-thinking Accountants and Business Advisors who want to offer value-added services for their clients, whilst at the same time increasing their monthly recurring revenue.
This is for accountants or advisors who want to offer their clients a more strategic plan to help scale, grow and to ultimately exit their business successfully.
During the session, we’ll identify three key issues that are getting in the way of your clients achieving a successful exit. Cliff will then discuss with you the critical steps you’ll need in place to help your clients overcome these issues and explain how you can help the be in an exit-ready position using the proven Value Creation Process.
Your mentor: Cliff Spolander
Cliff Spolander is the author of:
The Smarter Exit: A growth and exit plan for your business
The Cash Flow Code: 6 keys to unlocking ultimate cash flow
He is the CEO of Business By Design, the UKs leading exit planning advisory company.
He’s on a mission to stop hard working SME business owners failing to exit their businesses successfully due to having no clarity and a lack of a focused business, personal and financial plan. He is frustrated to see so many business owners working extremely hard but failing to realise a return on investment for all the years of effort when it comes to exiting their business. Furthermore, life is unpredictable and Cliff wants to see owners being more prepared for unexpected life events, such as illness, a change in their personal circumstances or maybe even death.
Cliff is passionate about working SME’s and wants to impact as many as possible. Training Accountants and Business Advisors in the Value Creation Process will have the greatest impact and enable as many business owners as possible to realise their businesses full potential.
What we’ll cover
Why do your clients need an exit strategy?
Understand the business landscape, especially what it will look like in the next 5-15 years
The 3 keys reasons why business owners are not exiting their businesses successfully
Learn the pitfalls that catch so many business owners out and discover what you need to do to buck the trend.
Using the Value Creation Process
Discover how using the Value Creation Process within your practice creates massive value for your clients and how that translates into an increase in monthly recurring revenue.
How to become an Advisor
Learn how your practice can stand out from the crowd and become that forward-thinking trusted advisor that your clients are desperately looking for.
Pick your complimentary 30 minute session
Our sessions are delivered via Zoom Conferencing. During the session, you’ll be able to engage directly with Cliff and the other attendees to discuss your own strategy and ask any questions you may have.
Each attendee will receive:
A small, intimate 30-minute session via Zoom
The opportunity to book a follow up 1-2-1 with Cliff
By selecting your session, you are confirming you will be attending. Should you have any changes in your availability you can re-arrange by following the instruction in your confirmation email. A member of our team will contact you for confirmation of your attendance prior to the session.