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| Exit Planning Tools: A Working Session on How to Engage Owners on the Topic of Exit Planning (1706Q) |
Course CPE: 2 hours
Fields 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: 23EP0714EPT
Shipping Weight: 0lbs. 0oz. |
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$147.00 |
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Recording Date: July 14, 2023
Presenter: Anna Halaburda
Program Description:
The exit planning process begins with client engagement. Ms. Halaburda is a leader within the International Exit Planning Association. She will demonstrate three different client engagement and assessment tools that will set the stage for understanding the nuances of approaching business owners with this unique topic.
After completing this course, you will be able to:
- Select and compose a baseline approach to a business owner on the topic of exit planning
- Identify strengths and weaknesses within the current business structure that the owner likely needs to address for a successful exit
- Determine how committed to the process a business owner is at that point in time
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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