In a rapidly changing business environment, proactive exit planning has become critical for business owners - and a significant opportunity for CPA firms to deepen their client relationships and expand advisory services. Explore how CPAs can lead the exit planning conversation, enhance client value, and position themselves as essential advisors for clients’ long-term success. Participants will learn practical frameworks, conversation starters, and service models to incorporate exit planning into their existing practices.

NOTE: This live webinar is part of the Thriving for Public Practice Series. You don’t need to register for the full series to attend, but doing so provides exclusive savings and gives access to its benefits - including the recording of this session, which will only be available, for a limited time, to series registrants.

• Explain why exit planning is increasingly critical for business owners (and their advisors)
• Identify key elements that make a business "exit-ready" and how CPAs can assess readiness
• Describe how CPA firms can naturally extend traditional services into exit planning advisory
• Apply strategies for introducing exit planning conversations with clients
• Recognize when to engage strategic partners to support a client’s exit planning process

Live webinars have varying levels of expected interaction, with some requiring microphone and camera capabilities to support a proper learning experience – please email pdreg@bccpa.ca if you have concerns. 

In general, we encourage participants to have their cameras turned on to enhance their virtual learning experience. This practice promotes a stronger connection with the instructor and fellow participants, and fosters improved communication and collaboration.

Live Webinar FAQs can be found here.  

Registration terms and conditions, including the cancellation policy can be found here. If you require further assistance, please contact the PD Department.