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CPA Leadership Institute Webinar Series
September 18, 2013 |
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Want to attend?
Join now as a Professional Member for $299 and you can attend webinars free. Also review our group plans. Contact us today. |
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About CPA Leadership Institute
CPA Leadership Institute's membership includes many valuable tools and reports. Click here for details or to join. |
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CPE Entitlement
Participants are entitled to 2 CPE credits. More information.
Cancel your registration at any time for a full refund.
All complaints or grievances should be directed to Joel Shiffrin, President, at 888-406-0088 or via email.
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On The Web
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Incorporating Exit Planning Into Your CPA Practice
2 CPE Credits - 1PM ET, Noon CT, 11AM MT, 10AM PT
  Based on years of working with thousands of business owners, Brown will explain a proven, step-by-step process to take owners from thinking vaguely about their exits to planned, successful exits. He'll also talk about the CPA's vital role in that process and explain how CPAs can engage business owners in the Exit Planning Process.
Attorney and author John Brown is the CEO of Business Enterprise Institute, a Colorado-based company dedicated to training advisors of all types in how to create successful exits for their business-owner clients.
View the course syllabus.
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Cost & Registration
To register, select the date by your membership level.
Purchase a recording.
| Professional member |
$39 |
| Premium member |
$59 |
| Standard and Non-member |
$99 |
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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 though their business exits
What You Learn
- How to engage owners in conversation about their exits
- How to incorporate the planning the CPA already does for owners into a systemized process
- The Seven Steps of creating an owner's successful exit
Benefits of Attending
- How to market your Exit Planning Practice
- How to become a leader of an owner's Exit Planning Team of Advisors
Program Level: Basic
Prerequisite: None
Advanced Preparation: None
Recommended Reading
This is a group Internet-based offering. The instructional method is lecture with active group participation and visual aids.
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CPA Leadership Institute, Inc. is registered with the National Association of the State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of the individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org. |
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©2013 CPA Leadership, 200 East Randolph Street, 24th Floor, Chicago, IL 60601
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by John H. Brown 
, by John H. Brown with Kevin M. Short