Track Two (Friday)

Adding Exit Planning & Business Consulting to Your Practice

Friday, August 19, 2022 9:20 a.m. - 11:00 a.m. MT

CPA firms can struggle to add advisory services such as exit planning to their practices. This workshop style session will engage this topic and discuss how other CPAs have successfully added exit planning to their practices, leveraging the business owner relationships that they hold today.

  • Recognize how and here exit planning fits into your practice
  • Evaluate the client base and prospects to leverage relationships and grow revenue
  • Apply valuation discussions to exit planning engagements.

Total CPE: 2
Fields of Study: Communications and Marketing: 1, Finance: 1
Program Level: Intermediate - Learning activity level that builds on a basic program most appropriate for individuals with detailed knowledge in an area.

Who Should Attend:

Professionals who are desirous of adding consulting services to their practices but have struggled to identify the path to do so. Attendees will walk away with concrete ideas and concepts, and be able to take action in adding exit planning to their practice.


Previous training or research on subject matter being taught. Such persons are often at a mid-level within the organization, with operational and/or supervisory responsibilities.

Advanced Preparation:


John Leonetti
John  Leonetti

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