Exit Planning Webinar | Business Transfers to Insiders: Strategies for CPAs & Valuation Advisors

Image of Business Owners Shanking Hands

Ownership transfers to insiders are popular, fulfilling, and challenging for business owners. They want their CPAs and valuation advisors to show them three things:

  • How to reach their financial goals despite selling to people who can’t pay them full value upfront.
  • How to keep the business in the hands of the people they trust most.
  • Why and how they can keep control over their businesses until they receive full value.

Join John Brown, founder of BEI, to see how you can play a crucial role in helping business owners execute a successful ownership transfer to insiders.

Learning Objectives:

  • The critical role CPAs and valuation advisors play in inside transfers
  • Benefits and challenges of an inside transfer
  • Planning techniques
  • Ownership transfer scenarios
  • Step Five of The BEI Seven Step Exit Planning Process™

Date + Time

Event Dates and Times
06/04/2019 - 1:00pm to 2:00pm