EPI Members $20 *Members must log into the EPI Member Center to receive the member pricing.
Non-Members $30Non-member Registration
Exit Planning Ecosystem: In Depth Discussion on the Three Exit Planning Stages including Client Deliverable’s
This interactive discussion will be led by a panel of two or more Certified Exit Planning Advisors. Attendees will gain an in-depth understanding of the three phases of the exit planning process, the role each advisor plays in the process, potential opportunity for services and what are the client deliverables. Attendees are encouraged to share their expertise, experiences, and ideas in this discussion.
Learning Objectives include:
- Gain an in-depth understanding of the three phases of the exit planning process
- Learn how any advisor can play an important role on the exit planning team, and where each works in the exit planning process
- Examine the potential services, deliverables and billing opportunities available to you in the exit planning process.
- Share how you work in the exit planning process and help create value in your clients’ businesses
Interactive Attendee Discussion Led By:
Philip Beatty, CPA, CEPA, CFP
Christina Rebel Otterbach, CMA, CEPA
CEPAs receive 1 CE credit
CPE recieve 1 CE credit
CVA recieve 1 CE Credit