BUILDING A THOUGHTFUL EXIT PLAN
Learn the components of a wholistic exit plan, and ways to make the process seamless for your clients.
- Understand complete process
- Determine roles of various advisors
- How do you introduce additional members of the team
About the Presenter
Sam Walters, Exit Planning Advice Specialist North America, of Capitaliz.
Thank you to our Sponsors
EXIT PLANNING IS GOOD BUSINESS STRATEGY
The Exit Planning Institute, provides Financial Advisors, Accountants, Consultants, and other advisors of business owners with the critical education to differentiate themselves and add value to their existing client relationships through a credential, conference, courses, and content. Download the CEPA brochure for more information.
Meet Sam Walters:
Succession and exit industry specialist adviser, Sam Walters, is Vice President (Client Relationships) with Capitaliz. Sam has specialized in exit planning since 2012 and has worked with circa 1,000 business owners to date. In 2015, he was named a 40 Under 40 Honoree by the National Association of Certified Valuators & Analysts. He holds qualifications in accounting, financial analysis, credit analysis and business broking.