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The CPAs Role in the Exit Planning Process for Middle Market Business Owners

 The CPAs Role in the Exit Planning Process for Middle Market Business Owners
CPE Credit

Program Type: VideoCast (Audio,Video, PPT Presentation)
Program Level: Overview
Prerequisites: None
Advanced Preparation: None
Delivery Method: Group Internet-Based
CPE Credits: Two (2) Hours
Fields of Study: Accounting
Item Number: 15PEPSD1117B
Shipping Weight: 0lbs. 0oz.
Price: $110.00
Program Description

The topic is both timely and relevant for the Conference attendees as the EPI State of Owner Readiness Survey indicates that there is a torrent of wealth, much of it dedicated to equity in privately owned companies, about to change hands as aging “boomers” begin to retire and transition away from the businesses they own. CPAs are in a near unique position to help owners with the planning process due to the hallmarks of our profession: objectivity, independence, and training, among others. The Survey indicates that business owners regard CPAs as the MOST trusted advisors (ahead of spouses and lawyers). The Survey also indicates that few business owners have given the exit planning process much consideration. This is an outstanding opportunity for CPAs with business valuation training and analytical skills. This is a practice builder.

Learning Objectives

After completing this webinar, attendees will be able to:

- Summarize the exit planning process and relevance for CPAs
- Report on the major findings from the Survey
- Summarize the series of charts and graphs highlighting the importance of helping business owners with this daunting task
- Recognize action plans for CPAs. Identify where they can get more information and training if appropriate—the presentation is a primer for resource identification

Who Should Attend

Largely CPAs, but can be applied to wealth managers, financial planners, bank executives, insurance professionals, investment bankers, and business brokers


Scott Miller, CPA, ABV, CVA, CM&AA
Mr. Scott D. Miller is President and founder of Enterprise Services, Inc., a firm that provides financial consulting services to business, specializing in business valuations and ESOPs. Other valuation and professional services provided to business owners include family succession planning, estate and gift tax planning, litigation support, shareholder disputes, and mergers and acquisitions.

Mr. Miller is widely acknowledged as a leading authority on ESOP valuations for closely-held companies; having served hundreds of companies. Mr. Miller has written several books on valuation theory, is often published in professional journals, and is a widely sought after speaker/instructor at seminars for professional organizations and industry groups.