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Join Vanessa Brown Claiborne and G.F. Gay Le Breton (both of Chaffe & Associates Inc.) for this must-attend webinar on the opportunities that exit planning can provide for valuation professionals. The experts will cover what tools are available for exit planning and what benefits it can provide to you, your clients, and their companies. With a practical case study, you’ll have a head start on adding exit planning as a service in 2018.
Program Agenda
What is exit planning?
What are the benefits to clients?
What tools are available?
Exit planning engagement
Case studies
How to add exit planning into your practice
Learning Objectives
Understand the principles of exit planning and why they are important
Discover the benefits of exit planning for you and your clients
Learn about the exit planning applications that are available to assist advisors
Identify exit planning strategies through case studies
Recognize the skills necessary to incorporate exit planning into your business valuation practice
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