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| Program | Exit Strategies Workshop |
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| Focus | John Brown, author of the No. 1 book on Exit Planning, How to Run Your Business So You Can Leave It In Style, and president of Business Enterprise Institute, will present a lively and informative Exit Strategies Workshop that outlines how business owner advisors can build, market, and profit from incorporating Exit Planning into their practices. The workshop will not only help advisors identify opportunities for growing their businesses through Exit Planning, but it also will provide in-depth training and a proven process for helping business owners successfully exit their businesses. The workshop will introduce attendees to The Seven Step Exit Planning Process™ which is a systemized process developed over the course of more than 25 years of experience helping business owners leave their companies when they want, to whom they want, and for the amount of money they need. The Seven Step Exit Planning Process™ includes: Setting Exit Objectives; Determining Value/Price; Preserving, Protecting, and Promoting Value; Converting Business Value to Cash; Selling the Business for a Note; Contingency Planning for Business; and Wealth Preservation. From the owner’s first step (Setting Ownership Objectives) to his or her last, (Wealth Preservation Planning) an advisor plays a key role in guiding the owner to a successful business transfer. |
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| Details | What You Will Learn
With business owners exiting their companies in record numbers, establishing a comprehensive Exit Planning Process should be top of mind for today’s business advisors. This Exit Strategies Workshop will provide you with the tools and training you will need to guide business owners through the biggest financial event of their lives. You will not only learn how you can bring additional value to your clients, but you also will learn how to package the Exit Planning Process and use it to drive demand for your services. Overall, the workshop will show you how to:
• Find qualified business owning prospects • Market your Exit Planning practice • Introduce the business owner to fee-based planning • Attract, engage, and permanently represent business owners using Exit Planning • Develop and implement an Exit Plan for the business owner • Create Exit Planning advisory teams • Utilize annual Exit Planning meetings To Learn More Please go to http://www.exitplanningforadvisors.com Instructor
JOHN H. BROWN is the president of
Business Enterprise Institute, Inc., the preeminent Exit
Planning resource for business owner advisors. As the leading
provider of Exit Planning education, marketing resources and
plan design software for advisors, BEI ultimately helps owners
and their families benefit from their life’s work. Brown is the
founder of a Denver-based law firm, where he began focusing his
efforts on helping owners of closely held businesses exit their
companies in style. Over the last 30 years, Brown has led
thousands of owners and their advisors through the process of
getting top dollar for their businesses.
Brown has written two books on Exit Planning; his most recent titled, Cash Out Move On: Get Top Dollar – And More – Selling Your Business. Brown also is the author of the No. 1 book on Exit Planning, The Completely Revised How To Run Your Business So You Can Leave It In Style, and he has appeared on MSNBC and written numerous articles for national and regional newspapers, magazines and trade publications. Brown and BEI publish an eNewsletter, the Exit Planning Review and maintain a Web site for business owners (www.exitplanning.com). Owners can learn about the BEI Seven Step Exit Planning Process™ that takes them from where they are – running successful companies – to where they want to be. That destination varies from owner to owner, but in a successful exit the owners leave: 1. On the date they choose. 2. For the amount of money they want. 3. To the successor they choose. Owners also can learn how to find advisors trained in Exit Planning, and can sign up to receive advertising-free eNewsletters on Exit Planning topics. Brown and BEI also publish an eNewsletter and maintain a Web site for business owner advisors (www.exitplanningforadvisors.com). Advisors can learn how to implement Exit Planning into their practices and ultimately help business owners and their families benefit from their life’s work. For the past 25 years, Brown has spoken to thousands of owners; and advisors and dozens of trade associations across the United States about various business and Exit Planning strategies. Brown also has led several Boot Camps for Advisors™ that teach advisors how to use BEI’s Seven Step Exit Planning Process™ and how to educate owners throughout the process. Who Should Attend
Valuation practitioners, CPAs, business advisors, controllers,
CEOs, CFOs.
Where and When
Pricing 2010
2010 Package Pricing
(Before early registration discounts.)...........Non-Member.............Member Two-Day Workshop...................................................$1,000..................$900 NASBA Sponsorship
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