eXITS, LLC 
Invites You To Attend

EXIT PLANNING FOR ADVISORS
“OPPORTUNITIES IN BUSINESS SUCCESSION PLANNING FOR ADVISORS”

This seminar will demonstrate how Exit Planning is a customized process of setting goals and deciding how best to achieve them. You will learn how to assist business owners whose successor target might be children, a key employee or an outside buyer, discover how Exit Planning helps the business owner maximize their financial return and minimize the tax liability when transferring their business. If they die or become disabled before they retire, Exit Planning will help the business survive their departure – enabling the business owner and their family to receive its full value.

Discussion will include:

• Establishing an owner’s objectives
• Establishing business value and cash flow
• Promoting value through value drivers throughout the transition process
• Selling the business to a third party for top dollar
• Transferring the business to management or family members who have no cash
• Developing a contingency plan for the business
• Wealth Preservation Planning

Delivery Method:	Group-live presentation
Program Level:	Basic
Prerequisites:	None
Advanced Preparation required:	None

Earn 1 Continuing Professional Education Credit Hour

To register for this course, contact eXITS, LLC at (303) 501-8711.

For more information regarding administrative policies such as complaint, please contact
eXITS, LLC at (303) 501-8711.

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. State boards of accountancy have final authority on the acceptance in individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417. Web site: www.nasba.org.