The Strategic Opportunity: How CPAs Can Lead the Exit Planning Conversation and Deepen Client Relationships (On-Demand - CPABC)
Overview
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.
Access expires 180 days from purchase date |
Content
- 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
Course Content Created: October 2025
The information is current as of the creation or last updated date. While we strive to keep our inventory updated and periodically remove outdated titles, changes in accounting, tax, legislation and technology may occur. Purchasers should note the date and verify for themselves if the course is still relevant to their needs.Presenter
Gerry Lalonde, CPA, CGAAbout This Product
On-Demand Courses by CPABC are recordings from live seminars, made available with any corresponding handout material, where available. These titles are eligible for Verifiable CPD Hours – in order to claim these hours as verifiable, you will be required to successfully complete a short quiz. You will be able to print or save your electronic certificate of completion.
Please note that not all on-demand courses include downloadable materials such as course notes or slides.
How to get started
Upon completion of purchase, go to mylms.bccpa.ca and log in using your CPABC Online Services credentials. Click “Go to your Courses and Materials” to go to your Learning Center, then find and click on your course title.
Course Dates & Registration
- 1
- CPD Hours
- 0
- Ethics Hours
- 0
- AML Hours
- 2
- Credits
Starting April 1, 2026, a 2.1% fee will be applied to all credit card transactions. Learn more about this fee and how it relates to PD registrations.
The Strategic Opportunity: How CPAs Can Lead the Exit Planning Conversation and Deepen Client Relationships (On-Demand - CPABC)
- 1
- CPD Hours
- 0
- Ethics Hours
- 0
- AML Hours
- 2
- Credits
Overview
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.
Access expires 180 days from purchase date |
Content
- 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
Course Content Created: October 2025
The information is current as of the creation or last updated date. While we strive to keep our inventory updated and periodically remove outdated titles, changes in accounting, tax, legislation and technology may occur. Purchasers should note the date and verify for themselves if the course is still relevant to their needs.Presenter
Gerry Lalonde, CPA, CGAAbout This Product
On-Demand Courses by CPABC are recordings from live seminars, made available with any corresponding handout material, where available. These titles are eligible for Verifiable CPD Hours – in order to claim these hours as verifiable, you will be required to successfully complete a short quiz. You will be able to print or save your electronic certificate of completion.
Please note that not all on-demand courses include downloadable materials such as course notes or slides.
How to get started
Upon completion of purchase, go to mylms.bccpa.ca and log in using your CPABC Online Services credentials. Click “Go to your Courses and Materials” to go to your Learning Center, then find and click on your course title.
Course Dates & Registration
Starting April 1, 2026, a 2.1% fee will be applied to all credit card transactions. Learn more about this fee and how it relates to PD registrations.