Introduction to Exit Planning
Co-Sponsored by the National Association of Certified Valuators and Analysts® (NACVA®)
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Program Description |
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Who Should Attend |
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How You Will Benefit |
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Free Webinar | ||
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.
How You Will Benefit
After completing this webinar, 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.
 Live Online Webinar Schedule |
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| Date | Time | |||||||||
| September 18, 2020 |
10:00–11:00 a.m. (PT) 11:00 a.m.–12:00 p.m. (MT) 12:00–1:00 p.m. (CT) 1:00–2:00 p.m. (ET) |
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| November 13, 2020 |
10:00–11:00 a.m. (PT) 11:00 a.m.–12:00 p.m. (MT) 12:00–1:00 p.m. (CT) 1:00–2:00 p.m. (ET) |
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| December 11, 2020 |
10:00–11:00 a.m. (PT) 11:00 a.m.–12:00 p.m. (MT) 12:00–1:00 p.m. (CT) 1:00–2:00 p.m. (ET) |
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| January 15, 2021 |
10:00–11:00 a.m. (PT) 11:00 a.m.–12:00 p.m. (MT) 12:00–1:00 p.m. (CT) 1:00–2:00 p.m. (ET) |
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| March 12, 2021 |
10:00–11:00 a.m. (PT) 11:00 a.m.–12:00 p.m. (MT) 12:00–1:00 p.m. (CT) 1:00–2:00 p.m. (ET) |
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| May 14, 2021 |
10:00–11:00 a.m. (PT) 11:00 a.m.–12:00 p.m. (MT) 12:00–1:00 p.m. (CT) 1:00–2:00 p.m. (ET) |
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| Pricing |
Non-Member |
Member |
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One (1) Hour of CPE Credit |
Free |
Free |
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For additional NASBA sponsorship information, including refund, complaint, and/or program cancelation policies, please click here.
