The 5-Year Exit Runway: Strategic Preparation for a Successful Business Sale

Overview

CFI’s — FP&A Variance Pt.2 — Roll Forward & Analysis — course will help you understand how to analyze monthly results and compare figures to budget estimates. The course will also cover approaches to rolling financial models forward for a new fiscal year.

Highlights

Prerequisites

Work experience in a corporate staff environment, or an introductory course in business law.

Objectives

• Identify the key governance and charter document provisions necessary to support voluntary and involuntary business succession planning.
• Distinguish financial and organizational risks that may impair continuity, including key-person exposure, ownership gaps, and statutory dissolution triggers.
• Identify the role of financial readiness, valuation considerations, and due diligence preparation in preserving enterprise value during succession planning.
• Recognize the importance of coordinated planning among legal, tax, and financial advisors to structure effective and tax-efficient business transitions.

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.