Succession and Exit Planning 1 Credit
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You’ve built a successful business and are ready to move on, either to a new venture or to a well-deserved retirement.Â
Now what?Â
Have you considered what happens when you desire not to continue to work?
Have you ever considered your exit strategy?Â
Business owners rarely conduct effective succession planning and knowledge transfer. In fact, 60% of second-generation leaders fail. 90% of third-generation leaders fail. To make matters worse, the majority of retiring owners have the vast majority of their wealth tied up in their companies. If their businesses fail, owners' payments often stop and the owner's retirement plans are dramatically altered. This online CPE course focuses on ensuring the company will continue successfully.
Only 50 percent of business owners have a written succession plan in place. Worse yet, there are some that might even be in line such as a son, daughter friend or spouse and they do not even know they are considered.
Best-practice organizations use succession planning to not only prepare for potential leadership challenges but they also rely on such plans to develop and maintain the strong leadership that's required to grow and keep pace with changes in their business, industry, and the overall marketplace.
Major Topics Covered: in this online CPE webinar:Â
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Brooke Awtry is the Director of Marketing and Public Relations at Montage Partners, a people-first private equity firm located in Scottsdale, Arizona. Brooke is responsible for managing the firm’s brand, media relations, and creating and implementing all marketing strategies. She also consults with the firm’s portfolio companies on marketing initiatives and campaigns. Prior to joining Montage Partners, Brooke worked for the largest U.S. non-profit, Fidelity Charitable, where she oversaw a portfolio of high net worth clients, worked to improve team processes and efficiencies, and created educational materials and reports for clients. Brooke holds a bachelor’s degree with honors in English, a Master of Arts in Arts Management, and an MBA from Southern Methodist University in Dallas, Texas.
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To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.
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.
CE
This is a great first course to get conversations with clients on possible ways they could exit. It is enough information to get you the buzz words for discussions of pros and cons on ways to exit.
KK
I found the CPE to be very informative. I am currently a staff accountant, but I am always willing to learn something new and absorb information. So this CPE was perfect for that.
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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