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An Informal Approach to Business Valuation
2 CPE Credits - 1PM ET, Noon CT, 11AM MT, 10AM PT
Discussion of your role in helping owners design and implement an exit strategy using a structured, thorough process. At each step of the process we will discuss owner and business-related issues and concerns. The concepts, designs and tools used to resolve these issues form the heart of the presentation.

Presenter, John Brown founded BEI in 1996 to focus exclusively on training advisors to help business owners execute their exit plans. The company currently employs 14 professionals from a variety of disciplines. We provide our Members with education, marketing support and the planning software to create comprehensive, written Exit Plans. BEI is well known in the marketplace as an innovator in creating and updating its knowledge-base, marketing and plan creation tools.

Cost & Registration

To register, select the date by your membership level.

Program Information

Who Should Attend

• CPAs with at least 10 years of experience
• CPAs who work with owner-managed businesses
• CPAs who want to help owners reach financial security through their business exits

Learning Objectives

• Overcome owner reluctance to engage in planning with you
• Why CPAs are not the reusted advisor for exiting owners and what to do about it
• What should your role be in participating in an exit process that involves many, probably most, practice areas within a CPA firm as well as major contributions from several outside advisors?
• What are the enhanced representation opportunities for you and your firm
• Contribute more effectively to design and implementation of an owner's exit strategy
• Broaden, deepen, and lengthen your representation of owner clients as many exits take 5-10 years

Program Level: Basic

Prerequisite: None

Advanced Preparation: None

Field of Study: Specialized Knowledge & Application

Recommended Reading

• The Completely Revised How To Run Your Business So You Can Leave It In Style  by Brown
• Cash Out Move On: Get Top Dollar - And More - Selling Your Business  by Brown and Short

This is a Group Live Internet-Based offering. The instructional method is lecture with active group participation and visual aids.