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Introduction to Exit Planning (1470Q)

Course Length: 1 hour
This course does not offer CPE
Program Level: Basic
Prerequisites: Previous training or experience with the fundamentals of accounting, finance, economics, and business writing. These individuals are often at the staff or entry level in organizations, although such programs may also benefit a seasoned professional with limited exposure to the area.
Advanced Preparation: None
Delivery Method: QAS Self-Study

Item Number: 24EP0404IEP
Shipping Weight: 0lbs. 0oz.

Price: $0.00

Recording Date: April 4, 2024

Presenter: John Leonetti

Program Description:

An introduction to business owner exit planning, the need in the marketplace, and how advisors can position their practices to capture this opportunity.

After completing this course, you will be able to:

Determine and utilize a six-step process to conduct a conversation with business owners about their plans for an eventual exit

For more information regarding refund or concerns, please contact our offices at (800) 677-2009.

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Introduction to Exit Planning (1470Q)

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