Program: Exit Strategies Workshop
Program Sponsor: Business Enterprise Institute, Inc.
Focus: John Brown, author of the No. 1 book on Exit Planning, How to Run Your Business So You Can Leave It In Style, and president of Business Enterprise Institute, will present a lively and informative Exit Strategies Workshop that outlines how business owner advisors can build, market, and profit from incorporating Exit Planning into their practices. The workshop will not only help advisors identify opportunities for growing their businesses through Exit Planning, but it will also provide in-depth training and a proven process for helping business owners successfully exit their businesses. The workshop will introduce attendees to The Seven Step Exit Planning Process™ which is a systemized process developed over the course of more than 25 years of experience helping business owners leave their companies when they want, to whom they want, and for the amount of money they need. The Seven Step Exit Planning Process™ includes: Setting Exit Objectives; Determining Value/Price; Preserving, Protecting, and Promoting Value; Converting Business Value to Cash; Selling the Business for a Note; Contingency Planning for Business; and Wealth Preservation. From the owner’s first step (Setting Ownership Objectives) to his or her last, (Wealth Preservation Planning) an advisor plays a key role in guiding the owner to a successful business transfer.
Details:
What You Will Learn
With business owners exiting their companies in record numbers, establishing a comprehensive Exit Planning Process should be top in the mind of today’s business advisors. This Exit Strategies Workshop will provide you with the tools and training you will need to guide business owners through the biggest financial event of their lives. You will not only learn how you can bring additional value to your clients, but you will also learn how to package the Exit Planning Process and use it to drive demand for your services. Overall, the workshop will show you how to:
• Find qualified business owning prospects
• Market your Exit Planning practice
• Introduce the business owner to fee-based planning
• Attract, engage, and permanently represent business owners using Exit Planning
• Develop and implement an Exit Plan for the business owner
• Create Exit Planning advisory teams
• Utilize annual Exit Planning meetings
Daily Schedule
(TBA)
Development and Instruction Team
(TBA)
Who Should Attend
Valuation practitioners, CPAs, business advisors, controllers, CEOs, CFOs.
NASBA Sponsorship
NACVA and the IBA are 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 addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417. Web site: http://www.nasba.org.
