CFGA

Printed materials, namely, books, pamphlets, and brochures in the fields of business exit planning, business succession planning, and value acceleration

Educational services, namely providing educational training on the discovery and mechanics for all facets of the exit planning journey, including process, counseling and conversation tools, memos, forms, checklists, templates, customizable reports, and benchmarking tools; co-branded marketing brochures, and online surveys and assessments, as well as education to have conversations about (and identify the need for) technical value enhancement functions and transition goals such as valuations, financial reporting and projections, cash flow, operational and leadership issues, the wealth gap, tax planning, internal and external succession options/structures, and due diligence preparation; Arranging professional workshops and training courses for financial advisors, business consultants, and related professionals in the field of Business Exit Planning, Business Succession Planning, and Value Acceleration strategies; Educational services, namely, conducting classes, seminars, workshops in the field of Business Exit Planning, Business Succession Planning, and Value Acceleration strategies; Education services, namely, providing non-downloadable seminars in the field of Business Exit Planning, Business Succession Planning, and Value Acceleration strategies; Educational services, namely, providing live and online classes, seminars, workshops, and webinars in the field of Business Exit Planning, Business Succession Planning, and Value Acceleration strategies