Advanced Exit Planning Series

The Advanced Exit Planning Series

The Advanced Exit Planning Series is the second in a three-part professional education process. Completing the Advanced Exit Planning Series is critical to providing comprehensive Exit Planning services to the business owner community. The primary goal of the program is to provide you with information that will serve as a solid foundation for your professional Exit Planning endeavors, whether or not you plan to pursue a CExP™ designation.

Program Structure

All components of the Advanced Exit Planning Series program are delivered online via an education delivery platform. The training includes eight virtual calls where you will discuss concepts and case studies with other participants and fifteen modules that cover the following topics.

Module 1: Setting Goals

Module 2: Gap Analysis

Module 3: Cash Flow and Business Value

Module 4: Growing Business Value

Module 5: Developing Key Employees

Module 6: Preparing for a Third-Party Sale

Module 7: Third-Party Sale Transactions

Module 8: Transferring Ownership to Insiders

Module 9: Transferring Ownership in a Family Business

Module 10: Selling to an ESOP

Module 11: Business Continuity for Co-Owned Businesses

Module 12: Business Continuity for Solely-Owned Businesses

Module 13: Estate Planning Techniques for Business Clients

Module 14: Personal Planning for Business Clients

Module 15: Putting Together a Comprehensive Plan

Each module consists of components to review in order to demonstrate advanced Exit Planning knowledge. After completing the components for each module, you will be required to complete and pass a multiple choice exam covering the material presented.

Advanced Exit Planning

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The Advanced Exit Planning Series

Program Structure

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