NxStep Exit & Value Workshop and Program Event Schedule
Workshop Date and Effective States
Program Launch and Workshop
4 hour total session time
Credentialed Advisor Training Program
May 27-28, June 3-4
12-16 hours total session time
ABPA, CBPA, EBPP
All events begin at:
1:00 PM - Eastern
Noon - Central
11:00 AM - Mountain
10:00 AM - Pacific
Scheduled delivery dates are subject to change without general notice. Enrolled parties and program partners will receive individual notice of any required change.
Initial community or county partnership program workshop events and scholarship opportunities for business exit
and value projects.
Enrollment of community partners and subsequent business owner or advisor enrollments must occur prior to the actual workshop - program launch date shown. Up to 250 businesses may register for any single workshop and launch event. Payment for each enrollment must be received prior to the day of the event.
Each scheduled event is limited to a total of 100 scholarships nationally across all of the combined programs participating
Registrations and program scholarships are available only to business owners or advisors in partner communities or counties and proved on a first-come basis. Businesses from partner communities or counties in event states may preregister for the scheduled event at any time prior to the day of the event.
Communities or counties may early-enroll in the partner program at any time prior to the event dates shown. Late or last minute partner enrollments may not allow adequate time for owner or advisor registrations or scholarship applications.
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Credentialing organizations award credentials to the advisor alone and not to any organization or firm that may employ the advisor.
NxStep Advisors are credentialed as:
Certified Valuation Analyst (CVA)
Certified Exit Planning Advisor (CEPA)
Finance Professional (EDFP)
Certified or Master Business Planning Advisor (CBPA or MBPA)