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Transition Planning: The Good, The Bad, and The Ugly

 Transition Planning: The Good, The Bad, and The Ugly
CPE Credit

Program Type: VideoCast (Audio,Video, PPT Presentation)
Program Level: Advanced
Prerequisites: Good communication skills in all forms; ability to think non-linearly; attendees should come with at least two questions.
Advanced Preparation: None
Delivery Method: Group Internet-Based
CPE Credits: Three (3) Hours
Fields of Study: Accounting
Item Number: 15PEPSD1117A
Shipping Weight: 0lbs. 0oz.
Price: $140.00
Program Description

This webinar will focus on the importance of having flexible/realistic goals to ensure successful outcomes for business owners looking to exit their business. The significance of having such goals will be demonstrated through case studies. These “stories from the front” will enable the attendees to clearly see what works and what doesn’t in various scenarios and provide an opportunity to discuss strategies to avoid the pitfalls in taking business owners’ futures into one’s own hands.

Learning Objectives

After completing this webinar, attendees will be able to:

- Articulate the importance of setting realistic goals for transition plans
- in taking on transition/exit plan assignments
- Communicate the importance of educating the business owner on the transition-planning process
- Describe the various skill sets needed for a successful transition

Who Should Attend

CPAs, Lawyers, Financial Planners, Valuation Professionals, Business Consultants, Bankers


Steven M. Egna, CBA, CVA, ABAR, CM&AA
Mr. Steven M. Egna is a Certified Business Appraiser™ (CBA™) Accredited by the Institute of Business Appraisers™; a Certified Valuation Analyst® (CVA®) and Accredited in Business Appraisal Review™ (ABAR™) Accredited by the National Association of Certified Valuators and Analysts™; he is also a Certified Merger and Acquisition Advisor (CM&AA®) accredited by the Alliance of Merger & Acquisition Advisors®. Mr. Egna has over 30 years of diversified financial leadership and management experience specializing in transition planning and valuation analysis of all sorts. He brings a practical, hands on approach to all of his work. His past experience as a senior leader in companies provides his clients with a unique perspective that they generally do not see from other service providers. He has worked on numerous valuation-related assignments throughout his career. Since 2005, he has worked with David Nixon of Nixon Consulting, Inc., a leading funeral home advisor, on funeral home valuations, mergers, and buy-sell agreements.

In addition to transition planning and valuation related assignments, his specialties also include: mergers and acquisitions, damages for lost profits, litigation support, operations analysis, and comprehensive product line profitability analysis, including standard cost development. He has led cross-functional teams from various disciplines including systems, risk management, operations, sales, and marketing. Most recently, he built and led the business advisory services practice at a regional accounting and advisory firm. The foundation for his work was developed through various leadership, management, and analytical assignments at General Electric, including serving as the Finance Director for GE Capital’s United Kingdom automobile financing business. In addition, he has been the Chief Financial Officer and Finance Director of two New York based mid-market professional services firms, as well as being one of five Managing Director/Owners of a boutique New York investment banking and business consulting firm.

Mr. Egna is a 1982 highest honors graduate of Northeastern University in Boston where he earned a Bachelor of Science in Business Administration. In 1984, he was an honors graduate of General Electric’s Financial Management Program. He also earned a Masters of Management from the J. L. Kellogg Graduate School of Management and is a 2002 graduate of the Albany-Colonie Regional Chamber of Commerce’s Capital Leadership Program.

His other activities include being on the board of Capital Region Sponsor-A-Scholar (, as well as on the Advisory Board of The Stakeholders ( In addition, he has been a guest lecturer at Rensselaer Polytechnic Institute, the State University of New York at Albany and The Graduate College of Union University, and is currently an instructor for the Consultants’ Training Institute™. While teaching for the Institute of Business Appraisers, he was named the 2009 Instructor of the Year, a 2010 Instructor of Great Distinction, and a 2011 Instructor of Exceptional Distinction. Mr. Egna is available to speak on a variety of valuation and other advisory related topics. He has also spent many years as a youth group advisor, coaching youth sports and is a certified U.S. Soccer Federation referee.