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?Â
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
