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Implementing Exit Planning Into Your M&A Practice
Course Overview
The Implementing Exit Planning Into Your M&A Practice course was designed to provide you with powerful tools and vital information on how to add exit planning services to your already established practice and ultimately make a much more significant impact on the lives of your clients.
Throughout this course, experienced instructor Rick J. Krebs, CEPA, CPA, will use case-study examples to give you a better understanding of how to determine your specific role in the exit planning process, and what updates you’ll need to make to your current marketing plan, fee structure, and facilitation techniques along the way.
Attendees will gain further knowledge on:
- Determining your role in the exit planning process
- Developing a way to charge for exit planning services
- Making a significant impact on the lives of your clients, utilizing all areas of exit planning
- Utilizing real-life case study examples to help compare client outcomes
- Implementing exit planning into your marketing strategy
- Supporting your clients through the final decision of the transition process
This course is approved for Continuing Education credit at the following organizations:
Course Details
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Course Curriculum:
- Module 01: Determining Your Role
- Module 02: Building Trust
- Module 03: Marketing Outreach
- Module 04: Valuation Types
- Module 05: Prepare Gate Focus Points
- Module 06: Making the Decision
- Module 07: In-House Value Acceleration
- Module 08: Recap
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About the Instructor
Rick began his career as a CPA, working in Nevada and Utah where valuable financial experience was gained. He uses those skills every day. He graduated with a Master's of Science Degree and Bachelor's Degree from Utah State University. As a business owner he started Liberty Mortgage, a mortgage bank licensed in 23 states nationwide. He eventually sold the successful company to an investor from California. He has been in the M&A space helping people sell their businesses since July, 2010. During his first year with BRC, he listed and sold more businesses than the entire office combined.
As a sale-side and buy-side advisor for Mergers and Acquisitions transactions Rick's advisory, accounting, and management skills are invaluable when advising sellers as they maneuver the intricate details of the deal through closing. Rick is also a CNA (Certified Negotiation Expert) which helps him negotiate the most favorable terms for clients in a transaction.
Rick was quoted by FORBES as an expert sales-side advisor who helps Sellers avoid the pitfalls of selling a business.