Business Exit Planning
Join us Sept 17th 2025, at 12pm EST for the PFP Section webinar "Business Exit Planning." This session is designed to guide practitioners through the planning opportunities found in business owner transition.
Format
Webcast
Date
Sep 17, 2025
NASBA Field of Study
Specialized Knowledge
Level
Basic
CPE Credits
1.5
Instructor
Deb Meyer, Amy Sonstien, Daniel D. Meiklejohn
Availability
3 months
Product Number
WC5000692
In this webinar, our panel will provide tools, strategies and concepts to leverage in your practice to help you meet the needs of your business owner clients.
The session will cover:
Understanding Business Exit Planning
- Intro to Exit Planning
- Understanding business value
- Types of business exits
Financial and Tax considerations
- Tax implications of business exits
- Financial planning for business owners
- Risk mitigation and compliance
Implementing a successful exit plan
- Developing an exit strategy
- Successor selection and leadership transition
- Finalizing the exit and life after transition
Key Topics
- Identify appropriate business owners
- Understand next steps for business exit
Learning Outcomes
After attending this webcast, you will be able to:
- Definition and Importance of Exit Planning
- The Role of a CPA/PFS in Business Exits
- Overview of Exit Planning Strategies
- Business Valuation Methods
- Identifying Value Drivers
- Risks That Can Reduce Business Value
- Selling to a Third Party
- Internal Transfers (Family, Management, ESOPs)
- Liquidation and Other Exit Strategies
- Capital Gains Tax Planning
- Estate and Gift Tax Implications
- Tax Strategies for Different Exit Options
- Retirement and Wealth Management Post-Exit
- Diversification Strategies for Business Owners
- Managing Liquidity and Cash Flow
- Legal and Regulatory Considerations
- Minimizing Risks in Transition Planning
- Due Diligence Checklist for Business Owners
- Creating a Timeline for Exit
- Coordinating with Other Advisors (Legal, Wealth Management, M&A)
- Establishing an Exit Readiness Plan
- Identifying and Preparing a Successor
- Leadership and Management Transition Strategies
- Avoiding Common Pitfalls in Succession Planning
- Negotiation Strategies and Deal Structuring
- Psychological and Emotional Aspects of Selling a Business
- Long-Term Financial Planning and Legacy Considerations
Who Will Benefit
- Tax professionals who serve individual clients
- CPA financial planners and other professional financial planners
- Practitioners who provide tax, retirement, estate, investment, and/or risk management planning services
PCPS members save 20%:
A promo code is required during checkout to receive the discounted price. Promo codes and other PCPS discount information can be found here
Group ordering for your team
2 to 5 registrants
Save time with our group order form. We’ll send a consolidated invoice to keep your learning expenses organized.
Start order6+ registrants
We can help with group discounts. Email client.support@aicpa-cima.com
US customers call 1-800-634-6780 (option 1)
The Association is dedicated to removing barriers to the accountancy profession and ensuring that all accountancy professionals and other members of the public with an interest in the profession or joining the profession, including those with disabilities, have access to the profession and the Association's website, educational materials, products, and services.The Association is committed to making professional learning accessible to all product users. This commitment is maintained in accordance with applicable law. For additional information, please refer to the Association's Website Accessibility Policy. As part of this commitment, this product is closed-captioned. For additional accommodation requests please contact adaaccessibility@aicpa-cima.com and indicate the product that you are interested in (title, etc.) and the requested accommodation(s): Audio/Visual/Other. A member of our team will be in contact with you promptly to make sure we meet your needs appropriately.