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| From Starting an Exit Planning Conversation to Generating Success Fees: how to Actively and Profitably Engage Business Owners (1737Q) |
Course CPE: 2 hours
Field(s) of Study: Finance–1 hr; Management Services–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: 23EP1214SEP
Shipping Weight: 0lbs. 0oz. |
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$140.00 |
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Recording Date: December 14, 2023
Presenter: John Leonetti
Program Description:
This session will span the engagement of a business owner on the topic of exit planning, from initial conversations to active participation in sale transactions and everything in between. As baby boomer owners continue to age and the economic conditions (and political climate) show greater challenges, the needs for owners to protect their illiquid wealth is only going to grow. So, whether you are looking to simply begin conversations on this topic or convert valuation clients to consulting clients, or actively participate in sale transaction - the span of activities will be covered, with an active Q&A session.
After completing this course, you will be able to:
- Determine how to confidently engage business owners on the topic of exit planning
- Identify how to convert valuation clients into exit planning and consulting clients
- Determine how to participate in sale transactions for owners who want to exit via external transfer
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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