You have now effectively educated the owner, triggering action! The owner now wants to proceed with exit planning services. But how do you deliver the work, what process do you follow, what advisors are around the table, what tools and resources do you use and how should this be priced? In this final session, EPI will show you, through case study examples, how many accounting firms are incorporating exit planning services into their practice model, how they engage effectively and how you can set up an exit planning service line and deliver work for your own clients.
About the Presenter:
Learn from industry expert Scott Snider, Vice President, Exit Planning Institute.Meet the Presenter
About the Accounting Firm Strategy Series:
This three-part webinar series, hosted by the Exit Planning Institute, will show CPAs and their firms how to effectively engage and build deeper relationships with business owners. All while introducing entangling services such as exit planning, succession planning, value growth and other consultative services.