Poised for Exit: An Adviser's Guide to Exit Planning

Overview

Whether you’re put on the spot while attending a meeting, presenting a proposal, selling an idea or answering a barrage of questions after a stressful presentation, being able to think on your feet in unexpected situations is a skill worth mastering. In this course, you will learn to take control of the moment, organize your thoughts, respond with confidence and be prepared to handle a difficult situation with diplomacy. Please note that this product will expire either on 06/30/2026 or one year from the date of purchase (whichever occurs first). Educator discounts do not apply to this product.

Highlights

• Assess owner and business readiness for exit
• Mitigate business risks, like the 5 D's
• Build a collaborative team of advisors is essential
• Follow a structured exit planning framework or process
• Develop business using team and strategies

Objectives

• Understand the Exit Planning Process through simple, actionable steps.
• Integrate past services with new exit planning expertise.
• Launch your practice, build a team, and grow your presence.
• Learn key criteria for exit success, including timelines.

Notice

This is a self-study/on demand course offered by a 3rd party vendor and will NOT be accessible in the My Upcoming CPE section of the ISCPA website. Course access information will be emailed directly to you by CalCPA. The course expires one year from the purchase date. Format = Online Self-Study.