Web Seminar

Going there: The conversation CPAs need to have with their business owner clients

Past event date: February 4, 2025 Available on-demand 60 Minutes
Sponsored by
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WATCH NOW

Most owners believe having a transition strategy for their business is important, but many have no such strategy in place. Why the disconnect? And how can CPAs help these businesses address this critical operational issue? 

This web seminar discusses the why, what and how of this topic, including: 

  • The transition options businesses are considering
  • Voluntary versus involuntary transition events
  • Possible business owner objections to transition – and how to manage them
  • Helping clients lay the foundation for a transition

Don't miss this timely discussion where you'll gain valuable insights to help your clients overcome barriers to proper transition planning!

Speakers
  • Clint Costa
    Senior Wealth Strategist
    Choreo, LLC
    (Speaker)
  • David Winslow
    Managing Director, Wealth Management
    Choreo, LLC
    (Speaker)
  • Jen Liptow.jpg
    Jennifer Liptow
    Director, Research Operations
    Employee Benefit News
    (Moderator)