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  • Introduction to Exit Planning

Introduction to Exit Planning


Co-Sponsored by the National Association of Certified Valuators and Analysts®
 and The International Exit Planning Association (IEPA) 

Arrow Program Description Arrow Who Should Attend Register Now
Arrow How You Will Benefit Arrow Free Course
       

Program Description
An introduction to business owner exit planning, the need in the marketplace, and how advisors can position their practices to capture this opportunity.  2021 and 2022 saw a record year of activity with business owners joining the Great Resignation by exiting their businesses.  By all accounts, 2023 will shape up to have the same level of activity.  This course puts advisors and consultants in a position to capture the current momentum in this marketplace.

How You Will Benefit
After completing this course, attendees will be able to:

  • Utilize a six-step process to conduct a conversation with business owners about their plans for an eventual exit


Who Should Attend
CPAs, attorneys, business consultants, part-time CFOs, financial advisors, and valuation professionals.

Instructor
John Leonetti
Pinnacle Equity Solutions, Inc.


Contact Member/Client Services at (800) 677-2009 for questions or registration assistance.

One-Day Virtual Course Schedule

Dates Time  
CPE: 1 Hr
Course dates forthcoming.    
     

CPE On-Demand Course    
CPE:
1 Hr 
Price: Free On-Demand course available here.
This on-demand course qualifies for NASBA QAS Self-Study credit.
 

Pricing 

Non-Member

Member

One (1) Hour of CPE Credit

Free

Free


CPE Hours

Delivery Method

Group Internet-Based

Program Level

Basic

Advanced Preparation

None

Prerequisites

None

 

Finance

1

Total CPE Hours

 

1


For additional NASBA sponsorship information, including refund, complaint, and/or program cancelation policies, click here.


  • Full Course Schedule
  • Credentialing Training
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  • Introduction Training
    • Introduction to Business Valuation
    • Introduction to Exit Planning
    • Introduction to Financial Litigation
  • Business Valuation Training
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  • Exit Planning Training
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  • NASBA Sponsorship
  • Cancelation Policy

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NCCA | ANAB Accreditation

NACVA’s Certified Valuation Analyst® (CVA®) and Master Analyst in Financial Forensics® (MAFF®) designations are the only valuation and financial forensic credentials accredited by the National Commission for Certifying Agencies® (NCCA®), the accreditation body of the Institute for Credentialing Excellence™ (ICE™). The CVA designation is also accredited by the ANSI National Accreditation Board® (ANAB®).

Learn More

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Sandy, UT 84094
NACVA1@NACVA.com
Toll-Free: (800) 677-2009

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