ON-DEMAND · SELF-PACED

Know what to ask when business value enters the conversation.

Learn to recognize business-value risks, connect them to personal planning, and know when to bring in specialists at your own pace for your own professional development.

Built from real owner engagements, not theory.

Earn Continuing Education Credits. 6.0 EPI Credits · 4.5 CFP Board CE Credits

$1,500 one-time

90-day access
8 modules
40+ lessons

Enroll in On-Demand

What you will learn

Start informed conversations beyond portfolio performance.
Recognize owner dependency, earnings quality, cash-flow, and transferability issues.
Discuss personal readiness, financial needs, and ownership paths.
Identify when valuation, legal, tax, or transaction expertise is appropriate.

Eight practical modules

Transition Mindset

Understand what drives an owner's desire for change.

Owner Dependency

Recognize where the company relies too heavily on one person.

Life After Business

Explore the future the owner wants.

Financial Needs

Connect the freedom number to potential value gaps.

Ownership Options

Introduce family, management, employee, and third-party alternatives.

Valuation Reality

Understand how buyers assess earnings and risk.

Cash Flow

Recognize working-capital and cash-flow concerns.

Risk Tripwires

Surface issues that may weaken transferability.

What's included and how it works

Watch 40+ short lessons, complete exercises, and use practical worksheets and conversation tools during your 90-day access. Complete the final assessment for the completion certificate and 6.0 EPI and 4.5 CFP Board CE hours. Approximately five hours of lesson content, plus exercises.

40+

short lessons

~5 hrs

lesson content

6.0

EPI CE hours

4.5

CFP Board CE hours

Important distinction: learning versus client delivery

On-Demand is for individual education and professional development. It does not include the live Accelerator, authorization to deliver the B.U.I.L.T. client program, or eligibility to purchase client seats. To launch the client-facing framework, enroll in Membership and successfully complete the Accelerator.

Enroll in On-Demand Explore Membership

Learning is one path. Launching with clients is another.

Membership + Accelerator is for advisors ready to use B.U.I.L.T. with 3 to 5 owner-clients.

Reserve Accelerator Seat

FAQs

How long does access last?

90 days from the date of enrollment.

Is live coaching included?

No. Live coaching and implementation support are Membership benefits.

Can I buy client seats?

Membership and Accelerator completion is required to purchase client seats.

Can I upgrade?

Yes. Your $1,500 On-Demand fee is credited toward Membership when you enroll no later than 30 days after your On-Demand access expires.