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Succession and Exit Planning

Succession and Exit Planning CPE

1 Credit


Subject Area


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 PL credit for Chartered Financial Analyst (CFAs)

1 CPD credit (Verifiable) for CPA/PFS

1 CPD credit (Verifiable) for CPA/ABV

1 CPD credit (Verifiable) for Certified Valuation Analyst (CVA)

1 CE credit of General Financial Planning Principles for all CFPs (CFP Board Approved : 8061) (Approval No. 296168)

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

You need to register for the webinar to watch the video.

Click Here to Register

Before starting this self study program, please go through the instructional document.


  • What are your priorities?
    1 mins
  • Option: Sell to a Strategic Buyer
    5 mins
  • Option: Sell to a Financial Buyer
    11 mins
  • Sell to Management: Prepare and Implement
    18 mins
  • Transition from CEO to Shareholder: Prepare and Implement
    29 mins

Course Description

You’ve built a successful business and are ready to move on, either to a new venture or to a well-deserved retirement. 

Now what? 

Have you considered what happens when you desire not to continue to work?

Have you ever considered your exit strategy? 

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: 

  • How to Prepare Exit Plans
  • What are Different Exit Options available
  • Selling to Strategic Buyer/Financial Buyer/Management
  • Employee Stock Ownership Plan
  • Initial Public Offering 
  • The transition from CEO to Shareholder
  • Liquidate

Learning Objectives

  • To Identify the various options available to an existing business owner.
  • To recognize the high-level process for each of the exit options.
  • To identify the pros & cons for each of the exit options.
  • To recall the preparation and implementation of various exit options.

Who Should Attend?

  • Assistant Controllers
  • Business Owner
  • CFO/Controller
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Directors of Finance
  • Entrepreneurial Accountant
  • Entrepreneurial CPA
  • Finance Pros
  • Finanical Analyst
  • Personal Financial Specialist (PFS)
  • Young CPA