THE FIVE LIMITATIONS TO PROGRESS

Printed and digital educational materials, namely a diagram for use in teaching and illustrating the five areas of clarity a business owner should achieve to better understand their business transition/exit planning options in the fields of Business Exit Planning, Business Succession Planning, and Value Acceleration

Educational services, namely, providing instruction using the diagram, an educational tool designed to illustrate the five areas of clarity a business owner should achieve to better understand their business transition/exit planning options in the field of business exit planning, succession planning, and value acceleration strategies; A module of professional workshops and training courses for financial advisors, business consultants, and related professionals in the field of business exit planning, succession planning, and value acceleration strategies