The Power of Succession Planning

  • Accountant
  • CPA (US)
  • CVA
  • CFA
  • CPA/PFS
  • TEP
  • ChFC
  • CSA
  • FSCP
  • CASL
  • ChSNC
  • RICP
  • WMCP
  • CIPM
  • CBA/MCBA
  • CFIRS
  • CWS
  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Course Description

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? 

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.

Only 50 percent of business owners have a written succession plan in place. Worse yet, there are some, that might even be in lines such as a son, daughter friend, or spouse and they do not even know they are considered.

Join Drew Stevens in this online 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.

The online CPE Finance webinar covers the following key topics:

  • What is Succession Planning?
  • What are the components of Succession Planning?
  • Why you shouldn’t wait until you have to and prepare for all possibilities in advance?

Learning Objectives

  • To discuss 5 ways to create an exit strategy to gracefully exit
  • To discuss 3 methods for creating wealth and retirement
  • To discuss the best methods for creating a business continuity
  • To discuss 5 ways to understand what your firm is truly worth

Recommended For

This online Finance CPE webinar is recommended for CPA, CMA, and Other Finance professionals engaged in or interested in guiding their clients for Succession Planning

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Business Owner
  • Certified Public Accountant (CPA)
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Finance Pros
  • Financial Planner
  • Finanical Analyst
  • Personal Financial Specialist
  • Personal Financial Specialist (PFS)
  • Senior Accountant
  • Wealth Planner
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 1 CPE Credit of Finance for Certified Public Accountants (CPA-US)
  • 1 CPE Credit of Retirement Planning for Retirement Income Certified Professional (RICP)
  • 1 CPE Credit for Financial Services Certified Professional (FSCP)
  • 1 CPE Credit of Retirement Planning for Chartered Advisor in Senior Living (CASL)
  • 1 CPE Credit of Retirement Planning for Wealth Management Certified Professional (WMCP)
  • 1 CPE Credit of Retirement Planning for Chartered Financial Consultant (ChFC)
  • 1 CPE Credit of Retirement Planning for Chartered Special Needs Consultant (ChSNC)
  • 1 CPE Credit of Exit Planning for Certified Valuation Analyst (CVA)
  • 1 PL Credit of Retirement Planning for Chartered Financial Analyst (CFA)
  • 1 PL Credit of Retirement Planning for Certificate In Investment Performance Measurement (CIPM)
  • 1 CPD Credit for Trust and Estate Practitioners (TEP)
  • 1 CE Credit for Certified Senior Advisor (CSA)
  • 1 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 1 CE Credit for Certified Wealth Strategist (CWS)
  • 1 General Credit for Accountant/Bookeeper
  • 1 CPE Credit of Exit Planning for Certified Business Appraiser/Master Certified Business Appraiser (CBA/MCBA)
  • 1 CPD Credit of Retirement and Financial Independence Planning for Personal Financial Specialist (PFS)

Additional details

  • Course Level :
    Basic
  • Credits :
    1
  • Instructional Method :
    Group Internet Based
  • Pre-requisites :
    None
  • Advance Preparation :
    None

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.

Presenter

About Presenter

Drew Stevens

CEO and Leadership Change Expert, Stevens Performance

Talks about #strategy, #salesandmarketing, #revenueoptimization #financialadvisory #strategicleadership #financialplanning #successionplanning #exitplanning

If you want your business competitive proof then you need to understand the 12 crucial elements that destroy a business. 

If you want your business to continually exceed goals, then stop doing the same things that create no results and no changes.

What is?

  • 12 Strategic Principles that guide the business and eliminate the obstacles/
  • Modern methods that create fiscal controls and higher income.
My mission is to implement plans for struggling businesses to generate transformative, long-lasting results for every organization. 

My innovative and transformative assistance is with:

  • Developing financial awareness that places more money into owners' hands.
  • Eliminating waste and processes that slow revenue, access to clients and competition.
  • Implementing strategies that have helped businesses develop more than $11B in new revenue.
  • Creating personal financial strategies that create abundance, a better lifestyle and personal liquidity.
By creating a strategic approach and realigning business, Drew will help your organization to: 

  • Lower Customer Acquisition Cost
  • Increase financing while creating a fluid when planned exit 
  • Competitive Proof the Firm
  • Build Industry and Brand Recognition
  • Increase Financial Wealth

Faq

FAQs content

  • To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
  • Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
  • You must attend complete live webinar and respond to all polling questions asked during the webinar. Credits would be issued on 50 minute credit hour basis.
  • Polling feature Not supported: If you are logging in through browser or web portal in the browser (zoom.us) it doesn’t support the polling feature. Please be advised the current polling feature can only be supported via Zoom desktop and mobile app. You can check the same here : https://support.zoom.us/hc/en-us/articles/203749865-Polling-for-webinars
  • This event may be a recorded rebroadcast of a live event done in past and the instructor will be available to answer your questions during/after the webinar.
  • If you still face the polling problem please don’t panic and provide your response in the chat and we shall consider the same for processing for credits. You can download Zoom by clicking on the mentioned link : https://zoom.us/download
  • Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • You can manage your continuing education certificates and credits through your certificate dashboard which is available when you are logged in to your account (LOGIN)
  • As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • myCPE Courses are taken by : CPA | CMA | CFE | CIA | CPA(Yellow Book)| CFP | CFA | CPA (Govt.) | EA | CRTP | MRTP | ORTP | ABV | CITP | CVA | PFS | CFF and others.

Ratings and Review

4.6

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The Power of Succession Planning

PREMIUM

1 Credit

Subject Area

Finance

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