Educating Your Client: The 5 Things They Need to Know about Exit Planning

Thursday, July 20, 2017

12:00 p.m. Mountain Time

Program Description

There are five key elements to the exit planning process. First, is understanding what they will need financially after they sell their business. Second, is the current valuation of their business. Third, is assessing the value drivers of the business. Fourth, is analyzing who will be a good "buyer." Fifth, is transitioning and retaining key people.

Learning Objectives

After completing this webinar, attendees will be able to:

Who Should Attend

Exit Planners, CEOs, CPAs, attorneys, financial planners, practitioners, and CFOs

Presenter(s)

Linda Nayder
Linda Nayder started in private practice in 1991. She has a Master of Science in Taxation, is an Enrolled Agent, and a Fellow of the National Tax Pracitiioner Institute. She is a Certified Fraud Examiner and a Certified Exit Planning Advisor. She is the past President of the Illinios CPA Society (Fox Valley Chapter), the chairperson of their Tax Practitioners Group, and a Board member of the Exit Planning Institute (Chicago Chapter). She is a speaker to various organizations for topics related to starting a business, tax issues affecting business owners, and exit plannning strategies.

CPE Credit

Program Level: Overview Prerequisites: None Advanced Preparation: None
Delivery Method: Group Internet-Based CPE Credits: One (1) Hour Fields of Study: Business Management & Organization

Non-Member: $180 per webinar
Member: $162 per webinar