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| The Emotions of Business Exits, Better Ways to Engage Owners Given World Changes(1602Q) |
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 |
Item
Number: 21EP1216TEBE
Shipping Weight: 0lbs. 0oz. |
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$147.00 |
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Recording Date: December 16, 2021
Presenter: John Leonetti
Program Description:
During this course we will be discussing and hearing video testimonial from business owners who exited their businesses and struggled with the personal aspects of making the transition. This session will depart from the more common topics of business sales, including valuation, deal structuring, taxes, etc. . . . and address the personal side of owners experiencing a sale. The purpose of the presentation is to sensitize advisors to the personal, decision-making process that owners go through so that you can better relate to and be engaged by owners for this level of work.
After completing this course, you will be able to:
- Determine the emotional side of business owners regarding the decision to sell their business
- Identify how to engage at this level without trying to/appearing to be a psychologist
- Recognize a better way to engage with owners who value the qualitative discussion around business sales/exits as much as they value the quantitative side
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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