Exit Planning
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| Adding Exit Planning & Business Consulting to Your Practice (1639Q) |
Course CPE: 2 hours
Field(s) of Study: Communications and Marketing–1 hr; Finance–1 hr
Program Level: Intermediate
Prerequisites: Previous training or research on subject matter being taught. Such persons are often at a mid-level within the organization, with operational and/or supervisory responsibilities.
Advanced Preparation: None
Delivery Method: QAS Self-Study |
Item
Number: 22EP0819AEP
Shipping Weight: 0lbs. 0oz. |
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$147.00 |
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Recording Date: August 19, 2022
Presenter: John Leonetti, Jessica LeClair, Kent McKown
Program Description:
CPA firms can struggle to add advisory services such as exit planning to their practices. This workshop style session will engage this topic and discuss how other CPAs have successfully added exit planning to their practices, leveraging the business owner relationships that they hold today.
After completing this course, you will be able to:
- Recognize how and here exit planning fits into your practice
- Identify and evaluate the client base and prospects to leverage relationships and grow revenue
- Determine which valuation discussions to apply in exit planning engagements.
For more information regarding refund or concerns, please contact our offices at (800) 677-2009.
The Consultants’ Training Institute (CTI) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
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