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Monday, July 30, 2018

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Webinar Week | Exit Planning

Event Details

Start Date:  7/30/2018 12:00 PM
End Date:  8/3/2018 2:00 PM
Organization Name: Consultants' Training Institute
Contact: Member/Client Services
   Email: info@theCTI.com
   Phone: (800) 677-2009
Sponsor: NACVA/CTI


Time shown above is Mountain Time.
 
ONLINE EVENT 

Exit Planning

Program Description

At the end of the day we are all judged by the results we achieve for our clients. During the exit planning process we need to know how well our plan is performing so that we can make timely adjustments and communicate with our clients to bring them up to date with the progress.  There are various ways to measure the results.

Topics:

  • How Well Is Your Exit Plan Working For Your Client?
  • How Will I Transition Out of My Business?
  • Tax issues Related to Exiting a Business
  • Adding Exit Planning to Your Advisory Practice
  • Before You Exit,You Need to Build the Business

Learning Objectives

After completing this webinar, attendees will be able to:
  • Identify the various methods of measurement (financial, performance, review financial statements, and other financial information to analyze customer service)
  • Analyze key variances and ratio performance indicators
  • Assemble information related to customer service

Who Should Attend

Exit planners, CEOs, CPAs, Attorneys, Financial planners, CFOs, and Practitioners

Presenter

Linda Nayder, EA, MST, CFE, CEPA, NTPI Fellow
Ms. Linda Nayder is President of L.A. Nayder Enterprises, Inc. since 1991 and has been active in the accounting field for over 25 years.

Specializing in the needs of small and medium businesses, Linda is an Enrolled Agent, Certified Exit Planning Advisor, Certified Fraud Examiner, and National Tax Practitioner Institute Fellow. She has a master of science in taxation and a B.S. in accountancy from Northern Illinois University.
Her past experience includes working for Fortune 100 companies, such as Johnson Controls and Hospital Corporation of America.

Linda is currently the chairperson for the IL CPA Society Fox Valley chapter tax practitioners group, president of the IL CPA Society Fox Valley chapter, and founding board member of the Exit Planning Institute Chicago chapter. In addition, she is a noted speaker for various organizations on topics such as starting up, owning, or exiting a business, short sales, choosing the correct form of ownership, and key tax topics.

Linda has presented to groups such as the College of DuPage, Women in Real Estate (Fox Valley), and National Association of Certified Valuators and Analysts (NACVA). She is an active member in many organizations: American Institute of CPAs, Association of Certified Fraud Examiners, National Association of Enrolled Agents, IL CPA Society, American Institute of Professional Bookkeepers, Exit Planning Institute, and National Association of Certified Valuators and Analysts.

CPE Credit

Program Level:
Overview
Prerequisites: None
Advanced Preparation: None
CPE Credit:  Up to Ten (10) Hours; 2 Hours per day
Fields of Study: Management Services; Taxes
 
Non-Member $720*
Member $648*

*After bundle discount applied

Online Registration

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