Family Business Woes - The Power of Succession and Exit Planning 1 Credit
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You have worked hard for your business and created your dream.
Have you considered what happens when you desire not to continue to work?
Have you ever considered your exit strategy?
One of the most difficult decisions to think about is the transfer of your business - your pride, joy, and most important your creation. Turning over management/ownership authority is not easy for any founder, nor is it easy for the successor. However, if you want your practice to continue to prosper then you must seek a way to do it.
Retirement may seem like a distant reality, but many small business owners wait until it's too late to successfully transfer their company to the next generation. Succession planning is a process that involves much more than just the transfer of ownership, and it only becomes more complicated when you add family dynamics to the mix. Research shows that practices tend to fail after death and fewer than 30 percent are transferred successfully to second-generation or associates.
Join Mr. Drew Stevens in this Finance CPE Course to learn why so many family businesses fail when it’s time to transfer operations, and what you can do to create a succession plan that works.
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Dr. Drew Stevens founder of Wisdom to Wealth, works with individuals that grapple with finances and transforms them into wealthy professionals with the liquidity and lifestyle they desire to live with profound longevity to create a legacy. He specializes in coordinating Social Security and retirement income benefits. Drew holds the industry's most prestigious designation: NSSA© - National Social Security Advisor.
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Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.
To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.
After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
KS
MyCPE was great, easy to get to what I need for continuing education. The instructor was great, he made the topic interesting and time flew by.
NJ
It was a very informative class on succession planning and importance of it.
Dec 16, 09:00 AM ET
-1687862709.webp "Healthcare in Retirement - Retirement University Workshop 1")
Dec 16, 10:00 AM ET
Dec 16, 11:30 AM ET
Dec 16, 01:00 PM ET
Dec 17, 10:00 AM ET
Dec 17, 12:30 PM ET
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