Orange Kiwi’s training programs help professional advisors understand the unique characteristics, behaviors, and mindsets of business owners who are considering or planning to exit their business.

Equipped with this understanding you’ll be better able to engage and communicate with your clients – and benefit from new opportunities to strengthen your relationships, cement your place as an advisor of choice and increase the ROI for your business.

Our training programs blend the best of academic research and our considerable experience with clients including large investment banking firms and Fortune 500 enterprises. Simply choose the format that best suits your training needs.

Corporate training

Our corporate training is delivered in half-day, one-day, and two-day formats. Customized to each client’s requirements – and spanning disciplines that include marketing, sales, operations, customer service and professional advice – it’s based on the fundamentals of:

  • The 5 essential characteristics of successful entrepreneurs
  • The 5 behaviors of business owners that can be measured and leveraged to help them exit successfully
  • What motivates and demotivates successful entrepreneurs for engagement.
Individual advisor training

We periodically host training events in key cities around the USA. To learn about upcoming events in your area, subscribe to our email newsletter.

Orange Kiwi’s training explained why our current efforts to engage owners to proactively plan for their exit wasn’t working. Through role-playing scenarios and group case studies, they gave us a step-by-step plan to get to the real issues behind owners’ resistance to exit planning and move them to engagement. The course changed how we communicate our transition planning services to owners. If you plan on offering transition planning services to your clients, I highly recommend you take their training!

– Jill Zozula, Director of Marketing,
Whittaker & Associates

For more information on our training options,
please drop us a note to talk to one of our skilled advisors.

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