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Begin Succession Planning Now for a Sustainable Retirement Income in the Future!

Business Value Now Means Future Sustainable Cash Flow!

What are the three major factors impacting real estate value, marketability and desirability?


That’s right, and I’m sure everyone has heard this before. But think of it this way—what are the three major factors impacting privately-held businesses?

The answer to this question determines how profitable the sale of a privately-held business will be and how satisfactorily it can meet an owner’s financial independence.

Exit is neither a bad word nor about losing your social status. It merely means re-positioning a client for his or her NEXT JOURNEY®— whatever that might be. This requires fundamental business value in order to successfully and profitably exit the business regardless to whom they sell.

How can you help your clients gain their financial independence by selling their privately-held business—at anytime and profitably? They need your help to guide them in putting in the time and work required to build their business in value, not just revenue, ensuring financial independence when they are ready to cash out.

Speaker: Chia-Li Chien

See detail Bio here.

What You Will Learn

1. What makes a business valuable? (From investors/buyers' perspective)
2. What mistakes to avoid while building your business?
3. Strategies you can put to use today to begin building value for your business

Who Should Attend

CPA, Financial Advisors or CFPs who wants to help their clients who are privately-held businesses. To successfully exit their business by re-positioning for VALUE GROWTH. These privately-held businesses may be in the following area:




Professional Services

Therapists, non-medical in-home care, CPAs, Financial Advisors, attorneys, coaches, corp. trainers and consultants.


Software developers,

web developers, etc.

Specialty Schools

Swim schools, martial arts schools, and personal fitness trainers.

Continue education information:

Program level: Intermediate 
Prerequisites: Ideally owning and operating in business 3+ years

Advance preparation:N/A

Type of delivery method: Group-Internet-Based
Recommended CPE credits: Earn up to 1 CPE Credit

Webinar Poling Questions and policy: There will be 5 to 7 random polling questions throughout the live webinar. You must answer at least 5 polling questions to qualified for CPE Credit.
Registration instructions: See below
Refund/cancellation policy: Please see Class FAQs
Compliant resolution policy: Please see Class FAQs

Value Growth Institute is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.


Date: Various dates <== Click here to reserve your seat NOW!
Time: 11 am to 12:30 pm EST
Location: Webinar (upon sucessful registration, confirmation will follow with URL, password and Conference number)

Program Handout

The program handout will be distributed prior to the presentation.



Optional for the participants to download.

1. Unlimited access to this Program Recording.
2. 12-Page reference materials include 3 homework assignments to download.
3. Business Model Process Map Template