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Basic Exit Planning for Advisors

Topic

Program ID

199697

Hours

2

Format

Live

Complexity

Overview

Description

This seminar discusses the BEI Seven Step Exit Planning Process™, which is a comprehensive approach to business succession planning. Within the context of Exit Planning, the seminar discusses business continuity planning, estate planning and retirement.

Learning Objectives

• Identify the Best Exit Strategies for Their Situation. • Develop an Exit Plan to Achieve the Best Exit Strategy. • Grow the Value of Their Company. • Reduce Liability Exposure. • Minimize Taxes. • Get a Higher Sales Price When Ready to Exit Their Company.