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Lead Owners Beyond the Sale with the Second Wave Process™

Free webinar for exit planning professionals: learn a repeatable framework to deliver post-exit success, differentiate your practice, and earn lasting referrals.

Turn exits into legacies and clients into lifelong advocates.

What You’ll Learn

In this focused session, you’ll see how to integrate the Second Wave Process™ – including the 4 T’s Framework (Talent, Time, Treasure, Tribe) – into your advisory work so clients leave with clarity, purpose, and a plan for life after the sale.

Hosted by Andrew Williams, CEPA and founder of Second Wave Advisors, this webinar shows you how to guide business owners through the “second wave” of their journey. You’ll learn about practical tools, conversation prompts, and packaging tips you can use immediately in discovery, planning, and ongoing advisory engagements.

Your clients’ next chapter deserves a plan. Register now to put the Second Wave Process™ to work in your practice.

“The questions and insights in this book are rooted in the same wisdom and guidance that Andy encouraged me within many years of his consults. May they be a blessing to you!’

Brad Debruyne Partner/CEO DSA International

“Whether launching 501c-3 foundations together or the challenging counsel he has provided over decades of walking alongside me as my partnership grew, I’m sure you’ll benefit from Andrew’s wisdom and these tools as much as I have”

Dr. David Brown Partner Great Lakes Eye Care

"What sets Andrew Williams apart is not only his professional expertise but also his genuine commitment to my well-being. As a confidant, Andy has offered a listening ear, sage advice, and a comforting presence during both triumphs and challenges. In moments of doubt, Andy has been the guiding light that helped me navigate the complexities of my journey. His unwavering belief in our company’s abilities has been a driving force, instilling confidence and resilience. I am incredibly fortunate to have Andy by my side."

Frank Sant Falcon Lakeside Manufacturing

“Andrew has walked alongside me for many years as a trusted advisor. His steady hand and wisdom was a key element of being able to close the sale of my business right in the midst of the pandemic, And encourage me into the next season of my life”

Tom Lowe Owner, Delta Farms