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Exit Option Case Studies—A Deep Dive into the Benefits




 Exit Option Case Studies—A Deep Dive into the Benefits
CPE Credit

Program Type: VideoCast (Audio,Video, PPT Presentation)
Program Level: Overview
Prerequisites: None
Advanced Preparation: None
Delivery Method: Group Internet-Based
CPE Credits: Two (2) Hours
Fields of Study: Management Services
Item Number: 16PEPNOLA1025B
Shipping Weight: 0lbs. 0oz.
Price: $110.00
Program Description

Most owners are not familiar with all of their exit options. Do you know how to recognize an ideal candidate for a specific exit option? Would you like to dive deeper into this topic so you can provide the best guidance possible to your corporate clients? This presentation 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:

- List the various exit options for middle market business owners
- Debate the pros and cons for specific exit options
- Identify the steps involved in an ESOP
- Recognize ideal candidates for specific exit options

Who Should Attend

Financial professionals

Presenter(s)

Sean Hutchinson, CEPA, CM&AA
Mr. Sean P. Hutchinson is chief executive officer of Strategic Value Advisors (SVA). SVA provides expertise in value acceleration, ownership transition planning and management succession, mergers and acquisitions, and capital raises. SVA’s hallmark is its unique Exponential Value Creation (XVC™) program.

Mr. Hutchinson has advised privately held companies throughout the U.S. on ownership transitions, competitive strategy, growth, valuation and value creation, restructuring, recapitalization, mergers and acquisitions, and governance.

Mr. Hutchinson is the former chief executive officer of Integra Realty Resources, a global company based in New York City, and at the time of his leadership, the world's largest real estate advisory firm. He currently sits on the Boards of three privately held companies, including his 60-year-old family-owned business.

He is a member of the national Board of Advisors for the Exit Planning Institute™ (EPI) and the president of EPI’s Northern California chapter. Mr. Hutchinson earned his master's degree from Miami University of Ohio, is a Certified Exit Planning Advisor (CEPA), Certified Merger and Acquisition Advisor (CMAA), and holds the FINRA Series 79 and Series 63 licenses.