Image of The Ritz-Carlton Laguna Niguel

The business-owner community is constantly evolving. From the state of the business-owner marketplace, to trends affecting privately held businesses, to economic factors that help or hurt privately held businesses, advisors must stay on top of the trends among the business owner community and how owner needs affect them. The BEI Summit: Why Exit Planning, Why Now? will give advisors a chance to share and learn about best practices when working with business owners, planning strategies that work well with private businesses, and how Exit Planning can differentiate their firms from their competitors.

Location

The Ritz-Carlton, Laguna Niguel
One Ritz-Carlton Drive
Dana Point, CA 92629
United States

Additional Information

Participants will earn 3.5 CPE credits

Registration Fee: $95

Field of Study: Specialized Knowledge

Who should attend: Professional advisors who work with business-owner clients

Advanced Preparation: None

Program Level: Introductory

Delivery Method: Group Live

Refund and Cancellation: Go to this page for more information

Business Enterprise Institute 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 (ID: 109178). 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 or at 150 Fourth Avenue, Suite 700, Nashville, TN, 37219-2417.