Herbein Events

WEBINAR: Every Business Owner Exits

Every Business Owner Exits 
How a strategic exit strategy sets you and your business up for success 

February 18, 2021

Follow-up Materials

Transitioning your business is one of the most important decisions you will ever make. Join Herbein on February 18 for a webinar on how to plan a successful exit strategy in 2021. 

Strategic exit planning ensures that at the appropriate time, you, your family, your business, and your future will be protected. 

This webinar will include a short presentation on everything you need to know to plan a successful exit strategy – and will be followed by a panel discussion examining a detailed succession planning case study, including what worked and what didn’t. 

Attendees can expect to learn: 

  • An overview of succession planning - and why it’s so important 
  • Importance of exit planning assessment 
  • What you can do now to prepare for success 
  • Case study – what worked and what didn’t 
  • Identify the key elements to a succession plan and understand its importance.  
  • Use the tool provided to develop their own exit planning assessment in order to prepare for successful exit strategy.   

All attendees will be emailed a link to an online exit planning assessment tool. This tool categorizes your planning priorities and can help you understand how to make them a reality. 

Exit Webinar 021821

CPE: 1 Hour of Management Services offered for CPAs licensed to practice in PA and NJ 

PRESENTERS
Joseph J. Witkowski, CPA  I  Partner  I  jjwitkowski@herbein.com 
Ashley N. Blessing, CPA  I  Manager  I  anblessing@herbein.com

CPE INFORMATION

  • CPE: 1 Hour of Management Services offered for CPAs licensed to practice in PA and NJ
  • Prerequisites: None
  • Program Level: Basic
  • Advance Preparation: None
  • Delivery Method: Group Internet Based/Webinar
  • Course registration and, where applicable, attendance requirements: Via herbein.com
  • Refund policy for courses sold for a fee or cancellation policy: Webinar is complimentary
  • Complaint resolution policy: Any complaints should be directed to the CPE Team at cpe@herbein.com or 610-375-1175