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Exit Option Analysis: Helping Your Clients Understand and Evaluate Ownership Transition Options

 Exit Option Analysis: Helping Your Clients Understand and Evaluate Ownership Transition Options
CPE Credit

Program Type: Recorded Webinar (Audio, PPT)
Program Level: Intermediate
Prerequisites: Previous training or research on subject matter being taught.
Advanced Preparation: None
Delivery Method: Group Internet-Based
CPE Credits: One (1) Hour
Fields of Study: Accounting
Item Number: 15PEP0731
Shipping Weight: 0lbs. 0oz.
Price: $80.00
Program Description

EPI teaches that there are seven distinct options for transferring ownership. Even though we are trusted advisors, we can't be technical experts in all seven—but nonetheless it's our responsibility to help our clients examine and evaluate all of the options, and create a blueprint to support their core objectives. To do that effectively, we really need a non-technical framework and vocabulary to help demystify and personalize a highly technical transfer process. This webinar will examine the pros and cons of each transfer option from the advisor’s perspective, and then discuss how we can translate to the client’s point of view to provide more insightful, relevant, and unbiased guidance.

Learning Objectives

After completing this webinar, attendees will be able to:

- Identify and differentiate between seven ownership transfer options
- Articulate pros and cons of each transfer method
- Determine which transfer methods may best fit their practice and client mix
- Develop client-centered presentation strategies that help demystify and personalize highly technical information

Who Should Attend

CPAs, business valuation experts, investment bankers, M&A intermediaries, attorneys, private wealth managers, financial planners, family wealth advisors, exit planning advisors, business consultants


Sean P. Hutchinson, CEPA, CMAA
Mr. Sean Hutchinson is Chief Executive Officer of Strategic Value Advisors (SVA). SVA provides expertise in value acceleration, ownership transition planning and management succession, mergers and acquisitions, and capital raises. SVA’s hallmark is its unique Exponential Value Creation (XVC™) program.

Mr. Hutchinson has advised privately-held companies throughout the U.S. on ownership transitions, competitive strategy, growth, valuation and value creation, restructuring, recapitalization, mergers and acquisitions, and governance.

Mr. Hutchinson is the former Chief Executive Officer of Integra Realty Resources, a global company based in New York City, and at the time of his leadership, the world's largest real estate advisory firm. He currently sits on the Boards of three privately-held companies, including his 60-year-old family-owned business.

He is a member of the national Board of Advisors for the Exit Planning Institute (EPI) and the president of EPI’s Northern California chapter. Mr. Hutchinson earned his master's degree from Miami University of Ohio, is a Certified Exit Planning Advisor (CEPA), Certified Merger and Acquisition Advisor (CMAA), and holds the FINRA Series 79 and Series 63 licenses.

John Weld
For more than 40 years, Mr. John Weld has advised owners of privately held businesses through all stages of start-up, growth, maturity and exit. Mr. Weld brings extensive merger and acquisition experience to his clients, as well as diverse insights derived from many years of working with owners to develop effective exit plans. Mr. Weld helps owners access the wide range of professionals necessary to develop and implement successful exit plans including business and estate planning attorneys, accountants, insurance professionals, investment bankers where appropriate, and others.

Mr. Weld is a certified War-on-Waste advisor, a certified One-Page-Plan advisor, and has had extensive training and experience in business and financial modeling, strategic planning, capital planning and formation, mergers and acquisitions, team building, managing through hard times, business turn-around, development of effective internal and external communications structures, growth management, and exit planning. He holds Bachelor of Science in Business Administration and Juris Doctorate degrees from the University of California, Berkeley.