About the Training Event

The work that makes a practice sellable is the same work that makes it a better practice to own right now. Owner independence, documented systems, a team that runs without you, clean financials, a defined niche. None of that waits for a closing date to pay you back. This hour covers three readiness questions and why each one is worth answering years before you need the answer.

Succession readiness asks whether your practice holds value a new owner could take over rather than value that walks out the door with you. Seller readiness asks whether you know what you need from a sale and what your life looks like once the practice is no longer yours. Buyer profile asks which kind of buyer fits what you have built and what that buyer actually pays for.

Whether you are selling next year or in fifteen, you will leave knowing where your readiness sits and what to work on first.

By the end of this webinar, participants will be able to:

  1. Recognize which succession readiness work improves the practice you run today.

  2. Assess how much of your practice's value would transfer to a new owner.

  3. Identify the financial and personal questions that decide your readiness as a seller.

  4. Match your practice to the buyer profile most likely to want it.

 

Continuing Professional Education 

Woodard Events, LLC (Sponsor ID# 109439) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

  • Field of Study: Business Management and Organization
  • Prerequisites: Overview
  • Advance Preparation: None
  • Learning level: Basic
  • Proposed credit: 1.0 CPE, subject to verification of at least 50 eligible instructional minutes
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