Business Owner Prospecting and Engagement Choose Program Dates:NOV 16 - DEC 17 (2026) By dissecting a real-life example

By dissecting a real-life example

and business assessment correlated to the business range of value

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Attendees will learn the personal journey of three business owners that have gone through the full entrepreneurial journey

5-minutes allotted for sponsor to introduce its services to event attendees

Business Owner Prospecting and Engagement Choose Program Dates:NOV 16 - DEC 17 (2026) By dissecting a real-life exampleBusiness Owner Prospecting and Engagement equips Certified Exit Planning Advisors with the insights, language, and tools necessary to attract, engage, and retain business owner clients. This EPI Academy Mastery Series is grounded in industry research and practical application, this course helps advisors go beyond theory, transforming data into actionable strategies, conversations into commitments, and one time engagements into long term relationships.