Succession Planning for the Small Business Owner: Finding the Exit Ramp Webinar

Jun 5
9:00 - 1:00 p.m.

Online

4-Tax
CPE Credits

The life cycle of the small business can be summed up in three segments: 1) starting the business; 2) operating the business; and 3) getting out of the business. This course focuses on getting out of the business. The most elusive element of owning a small business can be finding the proper exit strategy. This course is designed to provide the business consulting practitioner with tools and concepts to advise the small business owner and assist them in developing the right exit strategy. The course covers exit strategies related to third-party sales and succession planning within a family.
Highlights
  • How to find unrelated buyers of a business
  • Maintaining control of the business succession process
  • Turning over the reins to family members: when to give up control
  • Finding the right team to sell a business
  • Options for selling a business to an unrelated party
  • Options for selling a business to family members
  • Options for selling a business to employees
  • Overcoming the emotional attachment to a business
  • Selling to family members for a life annuity
  • Using family partnerships and trusts to transfer a business

Registration

PICPA Member: $139
Nonmember: $189

More Information

Course No. BSP4-2020-01-WEBNR-157-01

Level: Intermediate

Prerequisites: A basic understanding of business entity types and taxation of sales of businesses

Notes
This webinar is hosted by PICPA's partner, Surgent CPE. After registering, you will receive an email from Surgent CPE with the log-in information.

Speaker(s)

Michael Frost

Surgent McCoy CPE LLC