Business Owners
Essentials
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About the Course
Learn How To...
  • Insights, tips & tricks for working with business owners
  • How to get your foot in the door
  • How to talk to them
  • How to market to them
Demonstrate
  • Strategies that work 
  • Pros & cons of working with business owners
  • What you should cover during your initial meeting to get a second appointment
Resources
  • Six 90-minute Video Training Sessions
  • Shared documents
  • Ability to email coach(es) course related questions
About the Course
Learn How To...
  • Insights, tips & tricks for working with business owners
  • How to get your foot in the door
  • How to talk to them
  • How to market to them
Demonstrate
  • Strategies that work 
  • Pros & cons of working with business owners
  • What you should cover during your initial meeting to get a second appointment
Resources
  • Six 90-minute Video Training Sessions
  • Shared documents
  • Ability to email coach(es) course related questions
Coaches (Instructors):
Matt Rzepka
Executive Coach & Master Mentor
Connect with Matt on LinkedIn
Matthew L. Rzepka, CPA, CFP® is the owner of Valley Oak, a conglomerate of professional services firms based in southwest Michigan, focusing on tax planning, wealth building, and business advising.
Learn more about Matt >
Coaches (Instructors):
Matt Rzepka
Executive Coach & Master Mentor
Connect with Matt on LinkedIn
Matthew L. Rzepka, CPA, CFP® is the owner of Valley Oak, a conglomerate of professional services firms based in southwest Michigan, focusing on tax planning, wealth building, and business advising.
Learn more about Matt >
What members say:

Matt is a wealth of knowledge, his teaching style is so easy to learn from and apply.  

Matt is truly gifted in the ability to take the complicated issues, such as the tax code, and explain it in a way that you still know its complicated but actually understand it.

$300
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