March 21, 2019
11:00 am - 12:00 pm

The Exit Check List: 5 Steps to a Happy (and Lucrative) Exit from Your Business

Slide Deck


With the strong economy and the business-for-sale market booming, many maturing business owners are beginning to think about retirement and the legacy of their companies. Join Gelman, Rosenberg & Freedman and ENNIS Legacy Partners for an overview of the steps business owners should take now before deciding to sell or transfer a business.

Our exit planning experts will discuss:

  • Determining why you want to exit your business
  • Aligning your reason to sell with exit options
  • Establishing what amount you need from the sale of your business
  • Deciding what your role will be post-sale
  • Determining where you are in the exit process

Who should attend: Business owners with plans to exit within the next 15 years


Walter H. Deyhle, CPA/ABV/CFF, MAFF, CExP™, CEPA | Senior Tax Partner and Director of Valuation and Exit Planning Division

Pat Ennis, CExP®, CAP®, CFP® | ENNIS Legacy Partners Founder & President

Additional Program Details

  • Learning Objective: To provide attendees with a better understanding of the steps business owners should take now before deciding to sell or transfer a business
  • Instructional Delivery Methods: Group Internet-based
  • Recommended CPE: 1.0 CPE
  • Recommended Fields of Study: Specialized Knowledge
  • Prerequisites: None Required
  • Advance Preparation: None
  • Program Level: Basic
  • Course Registration Requirements: None
  • Refund Policy: No fee is required to participate in this session.
  • Cancellation Policy: In the event that the presentation is cancelled or rescheduled, participants will be contacted immediately with details.
  • Complaint Resolution Policy: Gelman, Rosenberg & Freedman is committed to our participants’ 100% satisfaction and will make every reasonable effort to resolve complaints as quickly as possible. Please contact kdavis@grfcpa.com with any concerns.