Holistic Exit Planning: A Certified Approach to New Opportunities

The Professional Development Award in Business Exit & Succession Planning addresses each of the following areas

Designed specifically for those providing professional services to middle market business owners, the programme enables professionals to:

  • Deliver a holistic, client-centred approach to exit planning
  • Build deeper and stronger relationships with existing clients
  • Create clear differentiation between a skilled exit-planning professional and the adviser who focuses only on exercising their traditional skills
  • Generate additional revenue opportunities by providing value-added services to your clients
  • Increase your client base as clients seek out your exit planning expertise
  • CPD points
  • A post graduate certificate giving 20 credits to an MBA from Cardiff Metropolitan University

Your Roadmap to Success:

roadmap

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