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CEPA
> Section 5: Financial planning for business owners > Flashcards
Section 5: Financial planning for business owners Flashcards
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CEPA
(18 decks)
Section 3: Exit Planning Reinvented
Section 4A: The need for exit planning
Section 4B: Overview of the exit planning process
Section 5: Financial planning for business owners
Section 6: Advanced estate planning concepts
Section 7: Integrating charitable intent with business exit planning
Section 8: Introduction to value enhancement
Section 9: Exit planning deliverables
Section 10: Basics of business valuation
Section 11: ESOPs as an exit strategy
Section 12: Goals and objectives
Section 13: Creating action plans
Section 14: Delivering action plans
Section 15: Exit options analysis
Section 16: Understanding private equity
Section 17: 3rd party sales and the M&A process
Section 18: Family Transitions
Chapter 19: Importance of teams
