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Educating Your Client: The 5 Things They Need to Know about Exit Planning

 Educating Your Client: The 5 Things They Need to Know about Exit Planning
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: 17PEP0720
Shipping Weight: 0lbs. 0oz.
Price: $80.00
Program Description

There are five key elements to the exit planning process. First, is understanding what they will need financially after they sell their business. Second, is the current valuation of their business. Third, is assessing the value drivers of the business. Fourth, is analyzing who will be a good "buyer." Fifth, is transitioning and retaining key people.

Learning Objectives

After completing this webinar, attendees will be able to:

- Educate their clients on the 5 items important to the exit planning proces
- Provide guidance to the business owner
- List the five things that their clients need to know about exit planning
- Who Should Attend

Exit Planners, CEOs, CPAs, attorneys, financial planners, practitioners, 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 Practitioner Institute. She is a Certified Fraud Examiner and a Certified Exit Planning Advisor. She is the past President of the Illinois 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 planning strategies.