Don’t miss the ‘$10 trillion’ opportunity

BVWireIssue #60-3
September 26, 2007

Exit-planning and related financial consulting is fast becoming a high-growth practice area for BV practitioners.   The next issue (October 2007) of the Business Valuation Update™ will feature a presentation from the recent CICBV Eastern Regional Conference on how to “grow” a profitable succession-planning practice.  Yet another sign of niche growth: The next Certified Exit Planning Advisor® course, sponsored by the Exit Planning Institute in Chicago, October 4th – 9th, is nearly sold-out.   Check the website for more details and for future CEPA programs and events.  “As the baby boomer generation begins to retire, one out of every two businesses is expected to change hands during the next 15 years.  This represents a transfer of over $10 trillion in wealth,” says EPI founder Rich Jackim.  “What role will you play?”

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