Member Directory | NACVA Site Search:

Exit Options Analysis




 Exit Options Analysis
CPE Credit

Program Type: Recorded Webinar (Audio, PPT Presentation)
Program Level: Intermediate
Prerequisites: Previous training or research on subject matter being taught.
Advanced Preparation: None
Delivery Method: Group Internet-Based
CPE Credits: One (1) Hour
Fields of Study: Accounting
Item Number: 16PEP0926
Shipping Weight: 0lbs. 0oz.
Price: $80.00
Program Description

This webinar will provide an overview of the various options available for a successful transition. It will focus on more than just a sale, but also give equal time to succession plans and how to increase value, decrease taxation, and create a plan for life after the business transition.

Learning Objectives

After completing this webinar, attendees will be able to:

- Explain the seven basic transfer methods
- Recognize the pros and cons of each transfer method
- Determine which transfer method you could specialize in

Who Should Attend

Valuation practitioners, CPAs, accountants, business advisors, middle market business owners, controllers, CEOs, CFOs, financial advisors, attorneys, estate planners, wealth managers, investment bankers, business brokers, insurance professionals, M&A advisors, commercial lenders, and any financial professional or advisor who works with business owners or would like a more advanced understanding of value acceleration and the exit planning industry.

Presenter(s)

Steve Capizzi, CFP, CEPA