Business Succession Planning and Exit Strategies Webinar

Oct 27
11:30 - 7:00 p.m.

Online

8-Other
CPE Credits

Determine what a business is worth and how being an owner with control vs. an owner without control impacts value.Identify transition options, including planning for the outright sale of the business, structuring internal transfers to key employees, and analyzing the pros and cons of transfers to family members.Recognize tax issues associated with different transition options.Identify how to start the planning process early and tools to make the process more effective, including developing or modifying buy/sell agreements and other business operating agreements.
Highlights
Essential for CPAs who work with companies that will be transferred. This how-to course will tackle valuation specifics, including an overview of the income approach, market approach and underlying asset approach.Learn to structure a deal and maximize a company's value in preparation for its sale.Explore how family dynamics impact planning.

Registration

PICPA Member: $295
Nonmember: $400

More Information

Course No. 4201450B Level: Intermediate

Prerequisites: Knowledge in business valuation and finance recommended.

Notes
None

Speaker(s)

James Andersen


Claudia Stern