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Succession and Exit Planning

4.6 (159)

Chris Brown, CPA

Montage Partners, Inc

Monday, May 25, 2020 | 01:00 PM EDT

  • CPA

1 Credit


Subject Area

Business Management and Organization

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? 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 presentation focuses on ensuring the company will continue successfully.

Best-practice organizations use succession planning to not only prepare for potential leadership challenges but they 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: 

  • 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

Join Montage Partners to learn how to plan the best exit for you and your company, how to execute that plan, and how to ensure the legacy you built continues after you’ve departed.

Learning Objectives

  • To Identify the various options available to an exiting 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

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Accounting Practice Owners
  • CPA (Industry)
  • CPA - Large Firm
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial CPA
  • Finance Director
  • Finance Pros
  • Senior Accountant
  • Staff of Accounting Firm
  • VP Accounts
  • Young CPA


    [no_of_record] => 159
    [average] => 4.5535