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