The Power of Assessments: Spark Better Conversations with The Value Builder System
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The Power of Assessments: Spark Better Conversations with The Value Builder System
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Join us for an episode of The Exit Is Now: Partners and Pours, hosted by Josh Koza. In this episode, Josh sits down with Laura Ferguson, Chief Revenue Officer at The Value Builder System, to discuss how their advisor-first platform empowers strategic exit planning conversations. Built on the framework of Built to Sell, the Value Builder System combines three critical assessments; business value, personal readiness, and financial freedom, to give owners and advisors a clear, actionable roadmap. Laura unpacks how advisors across industries use the platform to deepen relationships, nurture leads, and ultimately help business owners achieve successful exits.
Want to learn more? Go to: https://linktr.ee/theexitplanninginstitute
Connect with Epi: https://www.linkedin.com/company/exit-planning-institute
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SUBSCRIBE TO THE PODCAST:
Apple Podcasts: https://podcasts.apple.com/us/podcast/exit-is-now-plan-accordingly-with-scott-snider/id1663050204
Spotify: https://open.spotify.com/show/0iXzdvQN1ApWPOk3rVytFR
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CONNECT WITH EPI
YouTube: https://www.youtube.com/channel/UC_Eh7TfhJHKRa5uc5R0uRgA
Linkedin: https://www.linkedin.com/company/exit-planning-institute
Website: https://exit-planning-institute.org
#ExitPlanningInstitute #ScottSnider #Podcast
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About Josh
As the Director of Strategic Relationships at Exit Planning Institute® (EPI), Josh Koza plays a vital role in the exit planning community by fostering connections between EPI, our partners, and Certified Exit Planning Advisors. At EPI, Josh makes sure that partners are recognized, listened to, and included in discussions to create a strong, valuable exit planning resource for advisors worldwide.
He works to link partners and advisors with existing resources and products, while also curating customized offerings to meet their specific needs. Josh is dedicated to relationship building and problem-solving. When a need arises, he relies on his experience from both EPI’s Member Experience team and Business Development team to find solutions that provide real value to our partners.