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The SecondWave Life ™ Course is an essential resource for Certified Exit Planning Advisors (CEPAs) who want to revolutionize the way they serve business owner clients. In this program, you will gain the skills, insights, and tools to help your clients not only achieve financial success but also design a meaningful, purpose-driven SecondWave Life ™ after their business transition.
Discover the foundation of the Second Wave process, including why traditional exit planning misses the mark and how this course empowers CEPAs to go deeper with their clients.
Entrepreneurs' journeys are about more than just money; they're about people. Learn to identify all stakeholders in your clients' lives and proactively address their needs and aspirations to build a meaningful exit strategy.
Help clients identify and align their core values with their future investments of time, talents, and treasure. Through this section, your clients will define their own rules for living and guide their decisions for a purposeful SecondWave Life™.
Tribes are your clients' communities and the groups that matter most to them. This section guides you through helping clients identify and nurture the tribes that will have the greatest personal and professional impact.
Equip your clients to allocate their unique skills and experiences into "Talent Categories" that create value for others and foster their own growth. Learn strategies for structuring post-sale activities that feel fulfilling and impactful.
Post-sale life requires intentional time management. This section offers tools to guide clients in thoughtfully planning how they spend their time, ensuring it aligns with their new purpose and priorities.
Charitable giving and investments are more impactful when aligned with personal values. In this section, help your clients identify where their financial resources can have the greatest impact on the tribes and causes that matter most to them.
Encourage your clients to dream big. From bucket list destinations to spontaneous adventures, this module helps them plan the travel experiences they've always imagined— without the constraints of business-related stress.
Take the first step toward becoming a Certified SecondWave Advisor.
Download the free resources and sign up for our introductory webinar today.
The best exit planning advisors don’t just sell businesses – they help owners embrace their next chapter. Learn how to address financial complexities and emotional challenges for a seamless transition.
At SecondWave, we empower advisors with the tools and strategies they need to guide their clients through seamless business transitions. Our process helps advisors build trust, structure successful exits, and maximize value for their clients.
Stay ahead of the curve with our expert-led workshops, webinars, and training sessions designed to help you navigate business transitions, scale with confidence, and maximize financial success.
