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Business Exit Planning

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Webcast or Webinar

Online, ON 00000

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1.5 Credits

Member Price $99.00

Non-Member Price $118.00

Overview

In this webinar, our panel will provide tools, strategies and concepts to leverage in your practice to help you meet the needs of your business owner clients.

The session will cover:

Understanding Business Exit Planning

  • Intro to Exit Planning
  • Understanding business value
  • Types of business exits

    Financial and Tax considerations
  • Tax implications of business exits
  • Financial planning for business owners
  • Risk mitigation and compliance

    Implementing a successful exit plan
  • Developing an exit strategy
  • Successor selection and leadership transition
  • Finalizing the exit and life after transition

    Highlights

  • Identify appropriate business owners
  • Understand next steps for business exit

    Prerequisites

    none

    Designed For

  • Tax professionals who serve individual clients
  • CPA financial planners and other professional financial planners
  • Practitioners who provide tax, retirement, estate, investment, and/or risk management planning services

    Objectives

    • After attending this webcast, you will be able to:
    • Definition and Importance of Exit Planning
    • The Role of a CPA/PFS in Business Exits
    • Overview of Exit Planning Strategies
    • Business Valuation Methods
    • Identifying Value Drivers
    • Risks That Can Reduce Business Value
    • Selling to a Third Party
    • Internal Transfers (Family, Management, ESOPs)
    • Liquidation and Other Exit Strategies
    • Capital Gains Tax Planning
    • Estate and Gift Tax Implications
    • Tax Strategies for Different Exit Options
    • Retirement and Wealth Management Post-Exit
    • Diversification Strategies for Business Owners
    • Managing Liquidity and Cash Flow
    • Legal and Regulatory Considerations
    • Minimizing Risks in Transition Planning
    • Due Diligence Checklist for Business Owners
    • Creating a Timeline for Exit
    • Coordinating with Other Advisors (Legal, Wealth Management, M&A)
    • Establishing an Exit Readiness Plan
    • Identifying and Preparing a Successor
    • Leadership and Management Transition Strategies
    • Avoiding Common Pitfalls in Succession Planning
    • Negotiation Strategies and Deal Structuring
    • Psychological and Emotional Aspects of Selling a Business
    • Long-Term Financial Planning and Legacy Considerations

    • Non-Member Price $118.00

    Member Price $99.00

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