Poised for Exit: An Adviser's Guide to Exit Planning

Overview

Exit planning isn't just a service, it's a strategy. This session gives financial advisers a clear framework for helping business owners prepare for what's next, from assessing readiness to building the right advisory team. You'll learn how to start meaningful conversations with clients, identify risks that can derail a deal and collaborate effectively with other professionals for a smooth exit. Whether you're adding exit planning to your practice or refining your approach, this course will help you deliver real value during one of the most critical phases of a client's business journey. You'll learn how to: Spot the signs of owner and business readiness Address key risks like the 5 D's (death, disability, divorce, disagreement, distress) Build and lead a trusted team of exit planning advisors Follow a structured process that supports both the client and your practice For advisers ready to lead clients confidently through the exit planning process and stand out doing it. This session was recorded on April 17, 2025 for CalCPA's Practice Management Bootcamp conference.