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Introduction to Exit Planning—The Hottest Topic for M&A Advisors

Exit Planning

 Introduction to Exit Planning—The Hottest Topic for M&A Advisors
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: Accounting
Item Number: 11OMAVC4789
Shipping Weight: 0lbs. 0oz.
Price: $80.00
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Program Description

This powerful and engaging webinar provides business advisors with the knowledge and tools they need to play a part in the greatest demographic and financial trend of this century.

Rich Jackim, author of the critically acclaimed book, "The $10 Trillion Opportunity" introduces participants to the concept of exit planning and how it can dramatically improve the outcome for most business owners.

The presenter will the provide an introduction to a simple, intuitive eight step exit planning process that helps business owners address all of the personal, business, financial, legal, estate, and tax issues involved in exiting a privately held business.

Learning Objectives

After completing this webinar, attendees will be able to:

- Participate in Exit Planning engagements
- Utilize common exit planning tools

Who Should Attend

Financial professionals interested in Exit Planning


Richard Jackim, JD, MBA, CEPA
Mr. Richard Jackim is a Managing Director in MidCap Advisors' Chicago office. Mr. Jackim is an experienced investment banker and former Wall Street attorney. During his investment banking career Mr. Jackim has been involved in over 60 mergers or acquisitions of middle market companies with a combined market value of over $1 billion.

Mr. Jackim is a respected expert on the topic of exit planning and middle market investment banking. He is the author of the critically acclaimed book,The $10 Trillion Opportunity - Designing Successful Exit Strategies for Middle Market Business Owners - A Guide for Professional Advisors. Mr. Jackim has been quoted in or written articles for Business Week, The Chicago Tribune, The Counselor, The Business Ledger, Injection Molding Magazine, Bulk Transport, The Indianapolis Business Journal, Transport Topics and other regional and national publications.

After law school, Mr. Jackim practiced corporate law on Wall Street with the New York law firm of White & Case. He later attended The Kellogg Graduate School of Management where he earned his MBA in corporate finance and marketing.