How to build a successful exit planning practice

June 26, 2020

By Rich Gunn, Samantha Scott, Accounting Today

There is an opportunity in the marketplace to develop a profitable practice in exit planning. Countless books and articles on exit planning highlight today’s ideal conditions for advisors: the aging population of business owners, and the tremendous wealth that is trapped within these businesses. How that wealth will change hands when those business owners retire, ideally, will be under the guidance of a knowledgeable exit planning advisor.

CPAs have a unique view into their clients who will exit their businesses in the not-too-distant future. However, many CPAs will miss the opportunity to engage in exit planning and provide greater value to their clients because they lack the skills to assist them.

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