Become a Certified Exit Planning Advisor (CEPA) скачать в хорошем качестве

Become a Certified Exit Planning Advisor (CEPA)

The Exit Planning Institute and BPM's Rich Gunn covers the basics of exit planning and how to educate clients, how to distinguish your practice from other consultants, how to find opportunities and how to break down the barriers when separating an exit planning practice within a CPA firm. CPAs are recognizing the need to be more than “compliance shops” in order to rise above fee pressure and increased competition, by providing “value-add services.” Exit planning services can be a natural addition for a CPA firm that wants to add value, expand services, deepen their relationships with their business clients, and add a greater depth of knowledge for the benefit their clients. A Certified Exit Planning Advisor (CEPA) practice can be a natural “value-add” service for CPA firms that have clients who are private businesses: if business owners do not receive proactive exit planning services from their CPA, they may get it them from someplace else, or worse yet, they may not receive any exit planning advice at all. Rich joined BPM in 1992 with one thing in mind: to utilize his tax and accounting knowledge to help business owners succeed. He has been advising business owners from start-up planning through succession and exit planning, for over 25 years. Founded in 1986, BPM is one of the largest California-based accounting and consulting firms, ranking in the top 50 in the country. BPM's unique people-centered culture attracts the brightest and most forward-thinking accounting professionals. From taxes and assurance to business consulting and wealth management, we deliver creative, proactive services in a cost-effective manner to help our clients achieve their distinct business and financial goals. For more information visit: https://www.bpmcpa.com.