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

Having difficulty finding a buyer

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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.