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| Introduction to Exit Planning(240822N) |
Free Course No CPE Offered:
Program Level: Overview
Prerequisites: None required. These overview programs may be appropriate for professionals at all organizational levels.
Advanced Preparation: None
Delivery Method: Self-Study |
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Number: 24EP0822IEP
Shipping Weight: 0lbs. 0oz. |
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$0.00 |
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Recording Date: August 22, 2024
Presenter: John Leonetti
Program Description:
The wave of business owner transitions is here—and most owners aren’t ready. With millions of Baby Boomers preparing to exit their privately held companies over the next decade, the demand for skilled, strategic guidance has never been greater. Introduction to Exit Planning is your gateway into one of the fastest-growing and most impactful disciplines in advisory services.
This dynamic, practitioner-focused course gives you the framework, tools, and real-world strategies to become the trusted quarterback in your clients’ most important financial and life transition: exiting their business.
Whether you’re a financial advisor, consultant, CPA, attorney, or valuation professional, this course will teach you how to bridge the gap between technical expertise and holistic client leadership. You’ll learn how to lead exit planning engagements that address personal, financial, and business goals—ensuring the best possible outcome for your clients while elevating your own practice.
Led by John Leonetti, a pioneer in the exit planning space, this course is grounded in nearly two decades of proven methodology and hands-on advisor development. It goes beyond theory and equips you with tools you can immediately apply with your current clients. You’ll learn how to assess readiness, identify value gaps, navigate difficult conversations, and coordinate teams of professionals across disciplines.
Exit planning is not a one-time transaction—it’s a high-trust, long-term advisory relationship. This course shows you how to earn that trust, deliver real value, and position yourself as an indispensable partner in your clients’ lives. If you’re ready to offer more than just services—and truly lead—this course is for you.
Don’t miss this opportunity to build deeper client relationships, expand your service offerings, and become a leader in one of the most important transitions your clients will ever face. Enroll in Introduction to Exit Planning today and start shaping the future—yours and theirs.
After completing this course, you will be able to:
- Identify the key components of a successful business exit, including personal, financial, and operational considerations
- Recognize signs of owner unpreparedness and areas where immediate advisory support is needed
- Determine the value gap between what a business is worth and what the owner needs to achieve their goals
- Select appropriate tools and assessments to gauge readiness and guide planning conversations
- Differentiate your practice by offering holistic, long-term advisory solutions instead of transactional services
- Identify the roles and contributions of legal, financial, and valuation professionals in a coordinated exit strategy
- Recognize the emotional and psychological challenges business owners face during the exit process
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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