Business Exit Planning

Overview

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
• Understanding business value
• Types of business exits
• Financial and Tax consideration
• 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

Prerequisites

None

Objectives

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

Highlights

• Identify appropriate business owners
• Understand next steps for business exit