Mergers & Acquisitions: Asset Sales

DEEP DIVE WEBINAR SERIES | TAUGHT BY THE CEPA FACULTY

Understanding ESOPs


Dive deeper into the core concepts within exit planning and expand your understanding of the Value Acceleration Methodology™.

LEARNING OBJECTIVES:

  • How to determine client desires and assure they are carried out
  • Making tax considerations consistent with client desires
  • Learn some key income tax planning tools
  • Take-away some key estate planning tools
  • Learn the difference between estate planning and exit planning

 

About the EPI Deep Dive Webinar Series:

The Deep Dive Webinar Series provides attendees premier continuing professional education on exit planning and value acceleration topics. This intermediate to advanced program level series occurs once a month and each session expands on critical content that is relevant to the active practitioner presented by experts from specialties within the exit planning ecosystem. Each session is taught by one of the expert faculty members from the most widely endorsed and accepted exit planning credentialing program on the market today: Certified Exit Planning Advisor ® (CEPA®). Register today and enhance your exit planning knowledge every month with EPI!

Click here to connect with the CEPA Faculty Members.

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The EPI Deep Dive webinar series was designed to provide EPI members easy access to quality continuing education on hot topics of high interest. Each session is taught by one of the expert faculty members from the most widely endorsed and accepted exit planning credentialing program on the market today: Certified Exit Planning Advisor® (CEPA®), which provides you an opportunity to revisit modules from the program and dive deeper than you were able to go during your original training.

 

Meet the Presenter


Scott Miller, CPA/ABV, PFS, CVA, CEPA

Scott Miller, CPA/ABV, PFS, CVA, CEPA

President and founder of Enterprise Services, Inc.

Contact Scott

Scott D. Miller is President and founder of Enterprise Services, Inc., a firm that provides financial consulting services to business, specializing in business valuations and ESOPs. Other valuation and professional services provided to business owners include family succession planning, estate and gift tax planning, litigation support, shareholder disputes, and mergers and acquisitions. Mr. Miller is widely acknowledged as a leading authority on ESOP valuations for closely-held companies, having served hundreds of companies.  Mr. Miller has written several books on valuation theory, is often published in professional journals and is a widely sought-after speaker/instructor at seminars for professional organizations and industry groups.

Before founding Enterprise Services, Inc., Mr. Miller served as Vice President of Finance and plan fiduciary of a large ESOP company, and also serves on the Board of Advisors of the Exit Planning Institute.  Mr. Miller earned his undergraduate degree from Kenyon College and earned an MBA from Cornell University, Johnson Graduate School of Management.

Connect with the Presenter: Enterprise Services, Inc |  Website: www.esiequity.com  |  Phone: (262) 646-6490  | Email: smiller@esi-enterprise.com | LinkedIn: Connect with Scott

Continuing Education


CEPAs receive 2 CE credit

CPAs receive 0 CPE credit

*Attendees must meet polling participation requirements in order 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.