Introduction to Exit Planning
Co-Sponsored by the National Association of Certified Valuators and Analysts® and The International Exit Planning Association (IEPA)
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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 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 |
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September 7, 2023 | 3:00–4:00 p.m. ET |
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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 |
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For additional NASBA sponsorship information, including refund, complaint, and/or program cancelation policies, click here.