Poised for Exit: An Adviser's Guide to Exit Planning ON DEMAND

Overview

Exit planning isn’t just a service, it’s a strategy. This session gives financial advisers a clear framework for helping business owners prepare for what’s next, from assessing readiness to building the right advisory team. You’ll learn how to start meaningful conversations with clients, identify risks that can derail a deal, and collaborate effectively with other professionals for a smooth exit. Whether you’re adding exit planning to your practice or refining your approach, this course will help you deliver real value during one of the most critical phases of a client’s business journey.

Highlights

Assess owner and business readiness for exit. Mitigate business risks. Build a collaborative team of advisors is essential. Follow a structured exit planning framework or process. Develop business using team and strategies.

Prerequisites

None.

Designed For

Business advisors.

Objectives

Understand the Exit Planning Process through simple, actionable steps. Integrate past services with new exit planning expertise. Launch your practice, build a team, and grow your presence. Learn key criteria for exit success, including timelines.

Preparation

None.

Notice

None.