|
Writing an Effective Exit Plan that Educates and Clarifies Your Owner's Thinking (1654Q) |
Course CPE: 2 hours Field(s) of Study: Business Management and Organization–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: 22EP1215WEE
Shipping Weight: 0lbs. 0oz. |
Price:
$140.00 |
|
|
Recording Date: December 15, 2022
Presenter: John Leonetti and Jessica LeClair
Program Description:
This session will cover the essential components of writing an exit plan for business owner clients. As the exit planning marketplace evolves, there is a move towards education but not nearly enough emphasis on tools and deliverables. As appraisers who are accustomed to delivering reports, this session will present the essential elements of written business exit plan to enhance the attendee's practice.
After completing this course, you will be able to:
- Identify the essential parts of a written exit plan
- Recognize and describe how to rapidly and confidently incorporate exit planning into your practice
- Determine the value of a written plan to business owner clients and prospects
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.
|
|
|