Internal Transfers…The Untapped Market

EXIT PLANNING ECOSYSTEM WEBINAR SERIES

Internal Transfers...The Untapped Market


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.

 

Learning Objectives:

  • 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.

 

BEST INDUSTRY CONTENT

Exit planning is one of the fasting growing industries in the financial/professional services industry and EPI is committed to bringing you the best industry content, right at your fingertips! We are proud to offer hundreds of free webinars each year to keep you current on technical, business development, and special interest topics: designed to help you sharpen your skills and advance your career.

About the Presenters


Jim D. Maher, CEPA

Jim D. Maher, CEPA

Chief Executive Officer and Founder,
Archford Consulting

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Jacob Hong, CEPA

Jacob Hong, CEPA

Wealth Management Advisor and Chief Operating Officer,
Archford Consulting

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