Webinar (AICPA): Is Your Business Transferrable?

Description

Assessing the transferability of a business is a multi-faceted evaluation that involved understanding the personal, professional and financial goals and needs of the owners. Approximately 80% of first generation businesses do not survive the transition to the next generation and the failure to plan is a key reason. This webcast discusses some of the issues facing business owners who are contemplating transferring their business and some of the typical pitfalls and mistakes. The participant will gain knowledge about how to properly discuss transferability with their clients and discuss these sensitive yet important issues.

Learning Objectives

– Understand the multi-faceted components of transition planning – Recognize typical concerns of private business owners regarding transferring their business and securing their legacy – Identify factors that positively and negatively impact a business owner’s ability to transfer their business

Major Topics

Key Topics -Transition planning – Business transferability – Proper timing of transition planning

Course Level
Basic
CPE Field of Study
Accounting
1.5
Who Should Attend
CPAs and valuation professionals
Instructor(s)
Paul Lally
Location
Online Course
Register Now
When
Sep 10, 2019
11:00 am - 12:15 pm MDT
Total CPE Credits
1.5
Format
Webinar
Instructor
Paul Lally

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Webinar (AICPA): Is Your Business Transferrable?


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