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.
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
