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 While we strive to keep our inventory updated and periodically remove outdated titles, changes in accounting, tax, legislation and technology may occur.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
CPABC On-Demand Courses offer self-paced learning through recorded sessions from previously delivered live seminars. Where available, accompanying materials such as handouts or course notes are included. On-demand courses are eligible for verifiable CPD hours upon successful completion, and a certificate will be made available for download for your records.
Please note that not all on-demand courses include downloadable materials such as handouts, course notes or presentation slides.
How to get started
After completing your purchase, go to mylms.bccpa.ca. Log in using your CPABC Online Services credentials. Click Go to Your Courses and Materials to access your Learning Center. Select your course title to begin.
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
CPABC On-Demand Courses offer self-paced learning through recorded sessions from previously delivered live seminars. Where available, accompanying materials such as handouts or course notes are included. On-demand courses are eligible for verifiable CPD hours upon successful completion, and a certificate will be made available for download for your records.
Please note that not all on-demand courses include downloadable materials such as handouts, course notes or presentation slides.
How to get started
After completing your purchase, go to mylms.bccpa.ca. Log in using your CPABC Online Services credentials. Click Go to Your Courses and Materials to access your Learning Center. Select your course title to begin.
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.