EXIT PLANNING CASE STUDY
Round Table Case Study Discussion involves participants working collaboratively in small groups to scrutinize a real-world case study featuring a business owner navigating through a transition phase while strategically planning for growth or exit. Within these small groups, participants engage in in-depth discussions, leveraging their collective expertise to analyze the challenges, opportunities, and strategic decisions made by the business owner in the case study. This interactive format not only encourages dynamic conversations but also provides a platform for participants to share diverse perspectives and insights. Through this immersive experience, individuals can gain practical knowledge and a deeper understanding of the complexities involved in business transitions and growth planning.
- Understanding the fundamentals of exit planning, including valuation succession planning, estate planning, and taxes.
- Network with professionals to foster collaborations and build a supportive community for successful business exits.
- Explore various exit planning strategies such as selling a business or transferring ownership and their advantages and challenges.
- Gain insights into market trends and emerging opportunities in exit.
About the Presenter:
Hear from industry expert Joe Gitto.
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.