Business Exit Planning: Crafting the Successful Exit

Date: August 19, 2020 Time: 9:00 AM to 1:00 PM 

Cost: Free

Business Exit Planning is more than a valuation and a proforma calculation!  

Learn a complete process to guide your business clients to a successful and profitable business exit!  

Participants will learn

• Which of your clients is an ideal candidate for this process? 

• What are the potential benefits?   

• What skill sets you need on your team 

• The ideal sequence of steps for a successful exit 

• How to help your client keep control until they get PAID  

• How you can control the process without the sale consuming you.  

Participants will earn 4.0 CPE credits*^ 

Field of Study: Business Management and Organization 

Additional Information 

Prerequisites: Basic Knowledge about the purchase and sale of a business 

Who Should Attend: CPA Professionals working or consulting with businesses preparing for and or considering the feasibility of sale or acquisition of their business. 

Advance Preparation: None 

Program Level: Intermediate 

Delivery Method: Group Internet Based 

Presenters

John Daley, CLU, co-founder of Array Partners  

Dane Byers, CPA, ABV, CFF