EDUCATION AND RESOURCES - Founders Group – Business Succession Planning, Transition and Exit Planning Valuation

Education and Resources

Through our sister firm, Southern California Institute, the TFG partners and associates often provide thought leadership and educational events for business owners as well as the advisors they work with.  Highlighted below are a few of our most popular programs and other resources.

To see the full calendar of events, click here.


How to take the Anatomy of a True Start Survey

Anatomy of a True Start Survey

Take a 5 to 10-minute survey to help bring focus for the dichotomy that exists in your logic and soul.  Obtain immediate clarity about which areas you have nailed, and you are concerned about, as well as talking points for you to take over the conversation with your collaborative team. Help them focus on helping you (not just focus on what they normally do).

Click on the video to the left to watch a short tutorial video on how to take the survey

Click here to take the Survey now

Virtual Business Owner Interviews

Listen as Exit Planning Institute board members have 30-minute, informal chats to gain perspective from entrepreneur’s regarding their business succession planning in various stages of transition.  Take away valuable insights and lessons learned. You can enjoy this sample video and view our entire series on our Virtual Business Owners Interviews page.

Workshop Series for Business Owners Who Want to Maximize the Value of Their Business and Exit on Their Own Terms

This series addresses the needs to assess your Business in various aspects:

  • Opportunities for Building Your Business
  • Personal and Family Readiness
  • Business Value, Attractiveness and Readiness
  • Assess Your Business Exit Options

Listen to Certified Exit Planning Advisors (CEPAs) as they guide you through the various assessments of your Business.

Please check the box for those recordings you would like to have access to.  Please Provide the information and we will create a Recordings library for you to access at anytime. 

You will receive an email shortly after you Submit Your Request and it will provide you with information on how to access your library.  In the library, simply click on title of the recording you would like to access to help you with your succession plan.

Speaking Engagements

The Counselors of the Founders Group speak locally and nationally to educate Business Owners and the Advisors they work with to help the Business Owner to realize when the business reaches the owner’s targeted attractiveness, readiness, and value.  We can facilitate The Decision – whether to continue to keep and grow the business or transition it.

For Professional Advisors:

CFGA may be a fit for you if your goals are to:

  • Retain the Quarterback Role
  • Continue to get compensated for your core discipline
  • Help your clients who need exit planning
  • Partner with The Founders Group to do the Value Acceleration Work

Learn more at