CPE Packages (Incl. Ethics) for Multiple States and Qualifications Available. Price $4/credit - CLICK HERE to view.

The Power of Succession Planning

Drew Stevens

Stevens Performance

Monday, July 12, 2021 | 01:00 PM EDT

  • CPA (Canada)
  • CMA
  • CPA (US)
  • CPA/PFS

1 Credit

$10

Subject Area

Finance

Webinar Qualifies For

1 CPE credit of Finance for all CPAs

1 CPE credit for Certified Management Accountants (CMA)

1 CPD credit (Verifiable) for Canadian CPAs

1 CPD credit (Verifiable) for CPA/PFS

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Upcoming Webinars

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Jul 30, 2021 | 09:00 AM EDT View Details

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Jul 30, 2021 | 09:30 AM EDT View Details

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Jul 30, 2021 | 09:30 AM EDT View Details

comprehensive tax strategies & insights on real estate

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Jul 30, 2021 | 10:00 AM EDT View Details

yellow book boot camp - nfp and governmental accounting & auditing update

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Jul 30, 2021 | 10:00 AM EDT View Details

money laundering risks and countermeasures for accountants and other professionals

Jul 30, 2021 | 10:00 AM EDT View Details

talking through our differences – generational diversities impact on leadership and engagement

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Jul 30, 2021 | 10:00 AM EDT View Details

foreign asset reporting rules

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Jul 30, 2021 | 10:00 AM EDT View Details

taming the e-mail beast: key strategies for managing your e-mail overload

Jul 30, 2021 | 10:00 AM EDT View Details

new form 941, form 7200, erc, tax credits under ffcra, & other payroll updates in covid-19

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Jul 30, 2021 | 10:30 AM EDT View Details

partnership preparation, basis calculations & distributions–form 1065 schedule k & k-1 analysis

Jul 30, 2021 | 11:00 AM EDT View Details

employment law in a nutshell – guidance for your business

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Jul 30, 2021 | 11:00 AM EDT View Details

internal controls for businesses

(2)

Jul 30, 2021 | 11:00 AM EDT View Details

crucial tax insights on real estate: like kind exchange, dispositions of real property

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Jul 30, 2021 | 11:30 AM EDT View Details

retirement plan governance best practices: essential documents

Jul 30, 2021 | 11:30 AM EDT View Details

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 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 line such as a son, daughter friend or spouse and they do not even know they are considered.

Join Mr. Drew Stevans 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 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

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Business Owner
  • Certified Public Accountant
  • Chartered Professional Accountant
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Finance Pros
  • Financial Planner
  • Personal Financial Specialist
  • Qualified Associate Financial Planner
  • Senior Accountant
  • Wealth Planner
  • Young CPA