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Exit Planning—What Advisors Need to Know

 Exit Planning—What Advisors Need to Know
CPE Credit

Program Type: Recorded Webinar (Audio, PPT Presentation)
Program Level: Overview
Prerequisites: None
Advanced Preparation: None
Delivery Method: Group Internet-Based
CPE Credits: One (1) Hour
Fields of Study: Business Management & Organization
Item Number: 17PEP0717
Shipping Weight: 0lbs. 0oz.
Price: $80.00
Program Description

During the next 10-15 years, 70 percent of the 12 million privately owned businesses are expected to change hands. Historically, 80 percent of privately owned businesses never sell. Practitioners need to be made aware of the key role that they can play in assisting these business owners. This webinar will provide an overview of what an exit plan is and the key components of a successful plan.

Learning Objectives

After completing this webinar, attendees will be able to:

- Articulate the key components of exit planning
- Recognize the goals of the owners, and analyze the strengths and weaknesses of the business
- Prepare an appropriate exit plan for their client

Who Should Attend

Exit Planning advisors, CEOs, CPAs, attorneys, financial planners, wealth managers, and CFOs


Linda Nayder
Linda Nayder started in private practice in 1991. She has a Master of Science in Taxation, is an Enrolled Agent, and a Fellow of the National Tax Pracitiioner Institute. She is a Certified Fraud Examiner and a Certified Exit Planning Advisor. She is the past President of the Illinios CPA Society (Fox Valley Chapter), the chairperson of their Tax Practitioners Group, and a Board member of the Exit Planning Institute (Chicago Chapter). She is a speaker to various organizations for topics related to starting a business, tax issues affecting business owners, and exit plannning strategies.