Introduction to Exit Planning

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

	Program Description		Who Should Attend
	How You Will Benefit		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.

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.