As business owners approach retirement or consider stepping away from their companies, one of the most critical—and often overlooked—steps is having a clear, actionable transition plan. Financial advisors are uniquely positioned to be the first trusted professional a business owner turns to when contemplating this next chapter. In this webinar, Anthony Venette, CPA and Corporate Value expert, explores how financial advisors can confidently guide business owners through the early stages of business transition planning, even without being an expert in M&A or succession law. You’ll learn how to recognize key planning windows, spot risks and opportunities, and initiate value-added conversations around exit goals, timing, successor selection, and tax implications.
Key Takeaways:
- The difference between exit planning and succession planning—and why both matter
- Questions every advisor should ask to uncover a business owner’s transition timeline and goals
- Common pitfalls that derail successful transitions and how to help clients avoid them
- How to build a collaborative team of specialists to support the client’s transition
*CE/CPE Eligible: 1.0 CE credit(s) is(are) available to FEN Members with these designations: CFP, CLU, ChFC and RICP. CPA members will earn 1.0 CPE credit(s).
Field of Study: Specialized Knowledge
Prerequisites: There are no prerequisites for this session.
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Internet Based
NASBA Approved
Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.