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| Exit Planning: Examining Available Sale Options and Steps to Maximize the Financial Outcome (2201Q) |
Course CPE: 2 hours
Field(s) of Study: Management Services–2 hrs
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: 25SEP0912EPE
Shipping Weight: 0lbs. 0oz. |
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$147.00 |
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Recording Date: September 12, 2025
Presenter: Anja Bernier
Program Description:
This session will examine the various avenues available to a business owner to transition out of their company. From passing it on to family members or employees, to selling it to a third party. The session will cover key considerations, pros and cons, and necessary steps for each option. It also identifies ways to maximize the value of the business to the owner and reduce taxes.
Concrete examples will be given of business actions an owner can undertake in the years leading up to a sale/transfer that will make their business more attractive, and thus valuable, to buyers.
Takeaways
Attendees will gain a solid understanding of the pros and cons of the various options available to a business owner who wants to transition their equity ownership. They will learn how to guide a business owner through the process of identifying what is the best option for them and what the business owner can do to maximize their financial outcome, once an option has been selected.
After completing this course, you will be able to:
- Identify options available to a business owner who wants to transition out of their company
- Recognize the pros and cons of each available option
- Determine processes to decide which option makes the most sense in a particular situation
- Identify concrete examples of actions a business owner can undertake during the years leading up to a sale to increase company value
- Recognize tax savings strategies that take advantage of the discounts for lack of control and marketability
- Determine a brief outline and key challenges of the sale process and how to best prepare for it
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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