EXIT PLANNING CASE STUDY: THE TRIGGERING EVENT
After meeting initially with Tom and Mary and their advisory team, how would you suggest continuing in the exit planning engagements? Would you suggest they complete a Triggering Event?
In this session, you will work through a hands-on case study to develop your skills. Through this case study, you will collaborate with an interdisciplinary team of advisors to gain experience you can directly apply to your practice.
- What is the importance of a triggering event?
- Discuss client owner engagement activities.
- Learn the difference of business valuation and Triggering Event.
About the Presenter:
Hear from industry expert, Steve Staugaitis, Director, Audit & Accounting, Kreischer Miller.
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.