The Accountant’s Role in Exit Planning with Christine Nicholson

Have you ever thought about how many of your clients have a thriving business – one that’s been their driving passion and source of income for years? How many of them are starting to think about stepping away from the day-to-day responsibilities and passing on the reins? And how many do you believe are fully prepared for that transition? Not many, I suspect. This is where your role in exit planning comes into play.
Course content
An Accountants Role in Exit Planning
Summary and Table of Contents
Guide Business Owners to Success
Test Your Knowledge
Author:The CPA Trendlines Academy and Accountants Learning Center: an educational partnership
Accountants Learning Center, produced by Thomas Advisors and powered by CPA Trendlines, is a curated information and learning resource for accounting, tax and financial professionals. What we offer: ✅Actionable CPE for professional development by NASBA certified partners. ✅Free original research and whitepapers on the history and state of accounting. ✅Specialized books, topical work checklists, and digital resources by industry experts. ✅Portals to CPA Trendlines podcasts, surveys, industry research, expert advice, problem-solving strategies, and free downloads. Connections to the 400,000 member CPA Trendlines Community.
Course content
An Accountants Role in Exit Planning
Summary and Table of Contents
Guide Business Owners to Success
Test Your Knowledge
Author:The CPA Trendlines Academy and Accountants Learning Center: an educational partnership
Accountants Learning Center, produced by Thomas Advisors and powered by CPA Trendlines, is a curated information and learning resource for accounting, tax and financial professionals. What we offer: ✅Actionable CPE for professional development by NASBA certified partners. ✅Free original research and whitepapers on the history and state of accounting. ✅Specialized books, topical work checklists, and digital resources by industry experts. ✅Portals to CPA Trendlines podcasts, surveys, industry research, expert advice, problem-solving strategies, and free downloads. Connections to the 400,000 member CPA Trendlines Community.