CTSR’s Academy is Going to
The Founders Group

 

Southern California Institute
San Diego, CA

Dates: February 28th – March 1st, 2024
Times: 8:00 am – 7:00 pm PT – Days 1 and 2
8:00 am – 5:00 pm PT – Day 3

(all end times are approximations – this event will not be recorded)

Combine your previous training, unique skills, and technical acumen with our before, during, and after engagement and process tools to open the conversation, close the entire engagement, manage the work, and cross-sell your services.

Day(s)

:

Hour(s)

:

Minute(s)

:

Second(s)

Price for You: $2,995

(Regular Tuition – $3,500.00)

             Your registration includes:

  • Co-branded marketing brochures (hard copy and digital) as well as seminar content and presentations.
  • Counseling and conversation tools as well as online surveys and assessments to help entrepreneurs find clarity about the dichotomy that exists in their gut, honor their journey thus far, unpack their priorities, and identify the issues to focus on.
  • Training and education to have conversations about (and identify the need for) technical value enhancement functions and transition goals such as valuations, financial reporting & projections, cash flow, operational & leadership issues, the wealth gap, tax planning, internal & external succession options/structures, and due diligence preparation.
  • Comprehensive advisor’s guide outlining the mechanics to maintain momentum and complete the 7-Step Business Succession Journey.
  • The ultimate “cheat sheet” with links to memos, forms, checklists, templates, customizable reports, and benchmarking tools to celebrate the wins.

 Quick Links

 

A Word from Simon Singer

Become part of a multi-disciplinary exit planning advisory team with revenue opportunities
and the success formula you need to attract, engage, and work with these business owners.

See the full CFGA Journey Toolkit and Workflow Process below.

Tuition is Only $2,995

(Regular Tuition – $3,500.00)

             Your registration includes:

  • Co-branded marketing brochures (hard copy and digital) as well as seminar content and presentations.
  • Counseling and conversation tools as well as online surveys and assessments to help entrepreneurs find clarity about the dichotomy that exists in their gut, honor their journey thus far, unpack their priorities, and identify the issues to focus on.
  • Training and education to have conversations about (and identify the need for) technical value enhancement functions and transition goals such as valuations, financial reporting & projections, cash flow, operational & leadership issues, the wealth gap, tax planning, internal & external succession options/structures, and due diligence preparation.
  • Comprehensive advisor’s guide outlining the mechanics to maintain momentum and complete the 7-Step Business Succession Journey.
  • The ultimate “cheat sheet” with links to memos, forms, checklists, templates, customizable reports, and benchmarking tools to celebrate the wins.

Don’t Forget to Register for: CTSR Goes to Certified Wealth Planning Advisor in San Diego on March 4th – March 6th!

Refund Policy *

Cancellations received 7 business days prior to the event will receive a full refund.
Cancellations received 2-6 business days prior to the event will receive 50% refund.
Cancellations received less than 2 days prior to the event will be considered on a case by case basis.

*All Refund Requests will be processed by the Southern California Institute (“SCI”) and can be requested by calling (858) 200-1911.

Subscribe to Our Mailing List

Fill out the form below so you won’t miss our upcoming training webinars and events!