The marketplace to sell a business to a third party is saturated (but still needs more CEPAs). The number of advisors that can successfully assist with an ownership transfer to a Management Team or other family members is extremely limited. We will share our process, explain the types of team members that we utilize and where our referrals come from.
- Understand the skill sets needed to assist with internal transfers
- Understand the additional steps to consider for an internal transfer
- Identifying referral sources
About the Exit Planning Ecosystem Series:
If you are looking to learn more about a variety of topics within the exit planning ecosystem, this introductory level webinar series is right for you. This webinar covers topics such as: valuation, estate planning, tax planning, market updates, M&A, real estate, financial planning, exit planning, value growth, and exit options.
The EPI Exit Planning Ecosystem Webinar Series is a FREE web-based continuing education presentation for EPI members and the general public. Topics for the webinars complement the EPI Value Acceleration Methodology, a process created by Christopher Snider, and taught the Certified Exit Planning Advisor (CEPA) Program. These one-hour educational broadcasts are taught by industry experts from across the nation. Review upcoming broadcasts below.