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| The Baby Boom Tsunami of Exiting Owners has Reached the Shoreline: How to Position Your Practice to Address the Marketplace Opportunity (1436Q) |
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
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Item
Number: 20EP0619BBT3
Shipping Weight: 0lbs. 0oz. |
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$147.00 |
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Recording Date: June 19, 2020
Presenter: John Leonetti and Chris Mellen
Program Description:
This session will discuss and analyze the baby boomer population of business owners who are looking today to grow and/or exit their privately-held businesses. The session will provide owner demographics (i.e., what the advisor should be looking for), how to identify these owners in the attendees' current client/prospect base, as well as introduce a case study of a sample owner. The content will cover three main areas: (1) how and where valuation is critical to the initial and ongoing conversations; (2) what drivers of value can be improved and/or demonstrated for an exit; and (3) what exit options are available. The session will apply these concepts to the case study so that attendees can put theory into action and return to their businesses and begin to engage business owners at a new and higher level.
After completing this course, attendees will be able to:
- Recognize and describe the opportunity with baby boomer business owners and their businesses in today’s market
- Describe the engagements with consulting, valuation, and transfer strategies to add value to your practice
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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