Poised for Exit: An Adviser's Guide to Exit Planning 2025-26

Overview

Exit planning isn’t just a service; it’sa strategy. This session gives financial advisers a clear framework for helping business owners prepare for what’s next, from assessing readiness to building the right advisory team. You’ll learn how to start meaningful conversations with clients, identify risks that can derail a deal, and collaborate effectively with other professionals for a smooth exit. Whether you’re adding exit planning to your practice or refining your approach, this course will help you deliver real value during one of the most critical phases of a client’sbusiness journey. You’ll learn how to: Spot the signs of owner and business readiness Address key risks like the “5 D?s” (death, disability, divorce, disagreement, distress) Build and lead a trusted team of exit planning advisors Follow a structured process that supports both the client and your practice For advisers ready to lead clients confidently through the exit planning process - and stand out doing it. This session was recorded on April 17, 2025 for CalCPA’sPractice Management Bootcamp conference.

Highlights

• Assess owner and business readiness for exit
• Mitigate business risks, like the 5 D's
• Build a collaborative team of advisors is essential
• Follow a structured exit planning framework or process
• Develop business using team and strategies

Prerequisites

None

Objectives

• Understand the Exit Planning Process through simple, actionable steps.
• Integrate past services with new exit planning expertise.
• Launch your practice, build a team, and grow your presence.
• Learn key criteria for exit success, including timelines.

Preparation

None