Family Business Woes - The Power of Succession and Exit Planning

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Family Business Woes - The Power of Succession and Exit Planning

Learning Objectives

To discuss ways to create an exit strategy to gracefully exit.
To discuss methods for creating wealth and retirement.
To analyze why it is important to create a sustainable business model.
To create and implement a plan that provides business continuity.
To discuss and acquire the tools and resources needed to create a valuable succession or exit plan.

Course Description

This course is valid up to December 31st, 2024 for CFP Professionals. It is advisable to complete this course before that to process the credit on time.

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.

Ask yourself the following:

During a short-term illness who is responsible for maintaining the practice?
Does the current team have enough training to continue practice standards when the principal is away?
Should a crisis occur who is my go-to person?
What areas of the practice are covered in a crisis and where is their vulnerability?

Webinar Qualifies For

1 CPE Credit of Finance for Certified Public Accountants (CPA-US)
1 General Credit of Finance for Accountant/Bookkeeper/Tax Professionals
1 CE Credit of Retirement Savings and Income Planning for Certified Financial Planner (CFP-US) (Approval No. 321346)
1 CPD Credit of Retirement and Financial Independence Planning for Personal Financial Specialist (PFS)
1 PL Credit of Finance for Chartered Financial Analyst (CFA)
1 CE Credit of Finance for Chartered Financial Consultant (ChFC)
1 CE Credit of Financial aspects of estate and retirement planning for Certified Senior Advisor (CSA)
1 CPD Credit for Trust and Estate Practitioners (TEP)
1 CE Credit of Financial Planning for Certified Wealth Strategist (CWS)
1 CE Credit of Finance for Retirement Income Certified Professional (RICP)
1 CE Credit of Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS)
1 CE Credit of Finance for Financial Services Certified Professional (FSCP)
1 CE Credit of Finance for Wealth Management Certified Professional (WMCP)
1 CE Credit of Succession planning for Chartered Life Underwriter (CLU)
1 CE Credit of Finance for Chartered Advisor in Senior Living (CASL)
1 CPE Credit of Finance for Iowa Licensed Public Accountant (IA-LPA)
1 PL Credit of Finance for CIPM
1 CPE Credit of Finance for Maine Licensed Public Accountant (ME-LPA)
1 CE Credit of Finance for Chartered Special Needs Consultant (ChSNC)
1 CPE Credit of Finance for Delaware Licensed Public Accountant (DE-LPA)

About Instructor

Drew Stevens

CEO and Leadership Change Expert, Stevens Performance

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.

Additional Information

Duration

1 Hour

Course Level

Basic

Instructional Method

Group Internet Based

Pre-requisites

None

Advance Preparation

None

FAQ’s

Click Here to View

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) 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.

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Kate Shimabukuro, CFP® (US)

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.

Christina Urban, CPA (US)

Good speaker that gives easy to understand examples

Michael Miller, CPA (US)

Great class, good speaker.

Cynthia Anderson, CPA (US)

great presentation

Rongjie Gao, CPA (US)

good

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Family Business Woes - The Power of Succession and Exit Planning

Course Details

Learning Objectives

Course Description

Qualifies for

Webinar Qualifies For

Presenter Details

About Instructor

Drew Stevens

Other Details

Additional Information

1 Hour

Basic

Group Internet Based

None

None

FAQ’s

NASBA APPROVED

Ratings and Review

4.5

Kate Shimabukuro, CFP® (US)

Christina Urban, CPA (US)

Michael Miller, CPA (US)

Cynthia Anderson, CPA (US)

Rongjie Gao, CPA (US)

Subject Area

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