IntelligentExit®: “Plan, Optimize, Finish Strong”

GREATER SAN DIEGO CHAPTER EVENT

IntelligentExit®: “Plan, Optimize, Finish Strong”


LEARNING OBJECTIVES:

  • Breaking down the process
  • How value is created using an IntelligentExit®
  • Even Hans “Solo” had a team behind him
  • Leveraging M&A for value creation
  • When it’s all said and done “the ledger” on fees

 

 

 

 

Thank you to our sponsoring firm:

 

EXIT PLANNING IS GOOD BUSINESS STRATEGY

The EPI Local Chapter is different than other groups because it brings together a diverse group of professionals from a wide range of specialties that can naturally work collaboratively on exit planning, succession planning, value growth, transaction or any engagement from both sides of the equation. The chapter meets regularly to network, reconnect, grow knowledge, and sharpen their skills with a common goal: Change the outcome for transitioning business owners. Make plans to join us for future events and connect with the local leadership by visiting www.EPISanDiego.org.

John C. Henberger Jr.
Leo Klijin

Leo Klijin

Henberger Group

View Bio

Continuing Education


CEPAs receive 1 CE credit

CPE receive a certificate for 0 CE credit

CVA receive a certificate for 0 CPE credit

*Proper documentation must be collected and submitted to qualify for continuing education.

cpe-logo-png-full-colorThe Exit Planning Institute (EPI) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website at: www.learningmarketing.org.