Succession and Exit Planning

  • Accountant
  • CPA (US)
  • CVA
  • CFA
  • TEP
  • ChFC
  • CSA
  • FSCP
  • CASL
  • ChSNC
  • RICP
  • WMCP
  • CIPM
  • CBA/MCBA
  • CFIRS
  • CWS
  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

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

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.

Recommended For

  • This online CPE/PL webinar is recommended for CPA, CMA, CFA, PFS, and Other Finance professionals engaged in or interested in providing guidance to their clients for Succession Planning

Who Should Attend?

  • Assistant Controllers
  • Business Owner
  • CFO/Controller
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Directors of Finance
  • Entrepreneurial Accountant
  • Entrepreneurial CPA
  • Finance Pros
  • Finanical Analyst
  • Personal Financial Specialist (PFS)
  • Young CPA

Course Qualification

Webinar Qualifies For

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

Additional details

  • Course Level :
    Basic
  • Credits :
    1
  • Instructional Method :
    Group Internet Based
  • Pre-requisites :
    None
  • Advance Preparation :
    None

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.

Presenter

About Presenter

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. 

About Company

Montage Partners, Inc

www.montagepartners.com/

Montage Partners is a people-first private equity firm managing more than $70 million of capital that invests in companies in the U.S. with $1 million to $5 million of EBITDA. Since our inception in 2004, we’ve invested in 17 companies. These 17 companies represent more than 1,175 employees, total over $275 million of combined revenue, and compete in diverse industries, including aerospace, food and beverage, technology, business services, industrial distribution, and niche manufacturing.

Above all other criteria, Montage Partners invests in exceptional people. We don’t invest in start-ups. We don’t seek distressed situations. And we don’t rely on leverage to generate returns. We seek to generate returns the old-fashioned way – by growing the cash flows of a business. When we make an investment, we win together with our partners—through teamwork, not at one another’s expense. No surprises. We are driven by long-term relationships and respect for the fact that people define a great company.

Faq

FAQs content

  • To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
  • Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
  • You must attend complete live webinar and respond to all polling questions asked during the webinar. Credits would be issued on 50 minute credit hour basis.
  • Polling feature Not supported: If you are logging in through browser or web portal in the browser (zoom.us) it doesn’t support the polling feature. Please be advised the current polling feature can only be supported via Zoom desktop and mobile app. You can check the same here : https://support.zoom.us/hc/en-us/articles/203749865-Polling-for-webinars
  • This event may be a recorded rebroadcast of a live event done in past and the instructor will be available to answer your questions during/after the webinar.
  • If you still face the polling problem please don’t panic and provide your response in the chat and we shall consider the same for processing for credits. You can download Zoom by clicking on the mentioned link : https://zoom.us/download
  • Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • You can manage your continuing education certificates and credits through your certificate dashboard which is available when you are logged in to your account (LOGIN)
  • As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • myCPE Courses are taken by : CPA | CMA | CFE | CIA | CPA(Yellow Book)| CFP | CFA | CPA (Govt.) | EA | CRTP | MRTP | ORTP | ABV | CITP | CVA | PFS | CFF and others.

Ratings and Review

4.2

26 Ratings

Excellent

11

Very Good

9

Average

5

Poor

1

Terrible

0

HHCNP

Heather Hookstratten, Cpb, Notary Public, Accountant, CPA (US)

Dec 10th, 2021

Speaker did great! There were technical issues will polling questions

Succession and Exit Planning

PREMIUM

1 Credit

Subject Area

Finance

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