Master Class for Wealth & Financial Advisors

✨ Attend and you'll receive a special link to share with clients for a FREE copy of Jayne McQuillan’s book, The Value Journey: How to Drive Profits, Build Wealth, and Exit Your Business on Your Own Terms!

Business owners often view their company as their retirement plan. In fact, 80-90% of a business owner's wealth is typically tied up in the business. But...only 2 out of 10 businesses that go to market will sell. That's a BIG problem.

Journey Consulting's Master Class is designed specifically to help you:

• Stand out from other advisors by initiating proactive, value-building conversations

• Connect personal wealth goals to business value and exit timing

• Capture investable assets early—so business proceeds stay with you post-exit

• Be the trusted advisor before the liquidity event—not after the deal is done

• Deepen retention through multigenerational planning and legacy support

  
  

As a thank you for attending, we'll share the following tools, at zero cost to you:

• The Value Journey Checklist—a ready-to-use tool to initiate powerful, action-oriented conversations 

• Real-world Case Studies to educate, inspire, and influence

• Plus, a special link to share with your clients so they can receive a FREE copy of Jayne's book, The Value Journey!