Succession and Exit Planning CPE Webinar

Welcome to myCPE

First Name

Last Name

Organization Name

Work Email Address

12 Months

$199 $499/User

Get 60% Off

24 Months

$359 $999 /User

Get 64% Off

36 Months

$499 $1499 /User

Get 67% Off

Number of Seats

Promo Code

Proceed to Pay

Name

John Smith

johnsmith@yahoo.com

Subscription

1 Year

Total Payment:

$597 for 3 Seats

Verification Code from Email

Card No.

Card Holder Name

Expiry Date

CVV

Address

By signing up, I accept the myCPE Terms and Conditions and Privacy Notice

Guaranteed safe & secure checkout

Pay $199

Succession and Exit Planning

Learning Objectives

To Identify the various options available to an existing business owner.
To recognize the high-level process for each of the exit options.
To identify the pros & cons for each of the exit options.
To recall the preparation and implementation of various exit options.

Course Description

You’ve built a successful business and are ready to move on, either to a new venture or to a well-deserved retirement.

Now what?

Have you considered what happens when you desire not to continue to work?

Have you ever considered your exit strategy?

Business owners rarely conduct effective succession planning and knowledge transfer. In fact, 60% of second-generation leaders fail. 90% of third-generation leaders fail. To make matters worse, the majority of retiring owners have the vast majority of their wealth tied up in their companies. If their businesses fail, owners' payments often stop and the owner's retirement plans are dramatically altered. This online CPE course focuses on ensuring the company will continue successfully or be a going concern.

Only 50 percent of business owners have a written succession plan in place. Worse yet, there are some that might even be in lines such as a son, daughter friend, or spouse and they do not even know they are considered.

Best-practice organizations use succession planning to not only prepare for potential leadership challenges but also rely on such plans to develop and maintain the strong leadership that's required to grow and keep pace with changes in their business, industry, and the overall marketplace.

Major Topics Covered: in this online Finance CPE webinar:

How to Prepare Exit Plans
What are Different Exit Options available
Selling to Strategic Buyer/Financial Buyer/Management
Employee Stock Ownership Plan
Initial Public Offering
The transition from CEO to Shareholder
Liquidate

Webinar Qualifies For

1 CPE Credit of Finance for Certified Public Accountants (CPA-US)
1 General Credit of Finance for Accountant/Bookkeeper/Tax Professionals
1 CPE Credit of Exit Planning for Certified Valuation Analyst (CVA)
1 PL Credit of Finance for Chartered Financial Analyst (CFA)
1 CPE Credit of Finance for Chartered Financial Consultant (ChFC)
1 CE Credit for Certified Senior Advisor (CSA)
1 CPD Credit for Trust and Estate Practitioners (TEP)
1 CE Credit for Certified Wealth Strategist (CWS)
1 CE Credit for Certified Fiduciary and Investment Risk Specialist (CFIRS)
1 CPE Credit of Finance for Retirement Income Certified Professional (RICP)
1 CPE Credit of Finance for Financial Services Certified Professional (FSCP)
1 CPE Credit of Finance for Wealth Management Certified Professional (WMCP)
1 CPE Credit of Exit Planning for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA)
1 CPE Credit of Finance for Chartered Advisor in Senior Living (CASL)
1 PL Credit of Finance for CIPM
1 CPE Credit of Finance for Chartered Special Needs Consultant (ChSNC)

About Instructor

Brooke Awtry

Marketing, Montage Partners, Inc

Brooke Awtry is the Director of Marketing and Public Relations at Montage Partners, a people-first private equity firm located in Scottsdale, Arizona. Brooke is responsible for managing the firm’s brand, media relations, and creating and implementing all marketing strategies. She also consults with the firm’s portfolio companies on marketing initiatives and campaigns. Prior to joining Montage Partners, Brooke worked for the largest U.S. non-profit, Fidelity Charitable, where she oversaw a portfolio of high net worth clients, worked to improve team processes and efficiencies, and created educational materials and reports for clients. Brooke holds a bachelor’s degree with honors in English, a Master of Arts in Arts Management, and an MBA from Southern Methodist University in Dallas, Texas.

Additional Information

Duration

1 Hour

Course Level

Basic

Instructional Method

Group Internet Based

Pre-requisites

None

Advance Preparation

None

FAQ’s

Click Here to View

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) is 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 submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

Ratings and Review

4.4

Excellent

Very Good

Average

Poor

Terrible

Christine Eubanks, CPA (US)

This is a great first course to get conversations with clients on possible ways they could exit. It is enough information to get you the buzz words for discussions of pros and cons on ways to exit.

Kumani Kee, Accountant/Bookkeeper/Tax Professionals, AFE, CGAP, CPA (US), IAP, Tax Professional, TEP, PHRi, QAFP, CFE, Maryland Tax Preparer

I found the CPE to be very informative. I am currently a staff accountant, but I am always willing to learn something new and absorb information. So this CPE was perfect for that.

Sandy Wojtysiak, CPA (US)

Although I am not in a position to walk a client through an exit strategy, the topic was explained well to understand the process and be able to explain it to others.

Steven Blake, CPA (US)

This was an excellent course. It was well done, and very informative.

Ben Cook, CPA (US)

Great explanation of material

1 Credit

Add to Watchlist

Subject Area

Finance

Completed

This course is set to be rescheduled shortly. Please fill out the short form below, and we'll let you know as soon as the course becomes available

Didn’t received verification email? Resend Email

Live Webinars

On Demand Webinars

Virtual Conferences

Specialized Packages

Advanced Certification Programs

myCPE Shorts Trending

Preparer Course

Practical Training Courses

U.S. Business Tax Preparer Course

Exam Prep Course

EA Exam Prep Course

Teams Subscription (Per User)

Individual Subscription

Contact Sales Team

646-688-2884

inquiry@my-cpe.com

Schedule a Call

Flat $300 Off

Flat $640 Off

Flat $1000 Off

6 Million+

100K+

"Steven was knowledgeable and thorough…”

Crystal lovejoy

"Great Customer Service”

Lori corry

"It is what it advertised to be”

Brian Carey

"Great customer service”

Steve

Get 60% Off

Get 64% Off

Get 67% Off

Verification Code

Succession and Exit Planning

Course Details

Learning Objectives

Course Description

Qualifies for

Webinar Qualifies For

Presenter Details

About Instructor

Brooke Awtry

Other Details

Additional Information

1 Hour

Basic

Group Internet Based

None

None

FAQ’s

NASBA APPROVED

Ratings and Review

4.4

Christine Eubanks, CPA (US)

Kumani Kee, Accountant/Bookkeeper/Tax Professionals, AFE, CGAP, CPA (US), IAP, Tax Professional, TEP, PHRi, QAFP, CFE, Maryland Tax Preparer

Sandy Wojtysiak, CPA (US)

Steven Blake, CPA (US)

Ben Cook, CPA (US)

Subject Area

Recommended Webinars

Working with Organization Leaders as Foundation of the Culture

Practical Guide to IRAs – Contributions & Distributions for Traditional, Roth, SEP & SIMPLE IRAs

Non-Cash Philanthropy: The Power of Untapped Resources