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The Power of Succession Planning

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


  • Why this topic
    2 mins
  • Succession Myths
    10 mins
  • succession planning defined
    19 mins
  • Choose wisely my friend
    27 mins
  • Steps for a strategic succession plan
    34 mins
  • The new senior leader
    45 mins

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 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 Finance 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 (PFS)
  • Qualified Associate Financial Planner
  • Senior Accountant
  • Staff of Accounting Firm
  • Wealth Planner
  • Young CPA