Exit Planning for Your Client's Business

11:00 AM - 12:00 PM
San Diego C

For business owners, having an exit plan is just as important as having a personal financial plan.. Thinking beyond just a succession plan, effective exit planning explores the alignment of an owner’s personal, financial, and business goals, and allows them to prepare for exiting the business.  This session will explore exit planning as an extension of the financial planning you provide to clients and provide you with tools to help your clients maximize the value of their overall plan.

Learning Objectives: 

  1. Learn about exit planning and how it differs from succession planning or simply selling a business
  2. Determine what tools, processes, and professionals to  have on an exit planning team to help your clients maximize the value of their business and ensure alignment between their personal, financial, and business plans 
  3. Understand how to incorporate exit planning into your practice