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Webinar (CA): A Practical Approach to Business Succession Planning

Description

Business succession planning is integral to running a successful business. This course will provide an overview of the processes that are needed to transfer a business interest.

Learning Objectives

• 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 critical 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

Major Topics

• Deal considerations
• Selling outright; selling or transitioning to employees; selling or gifting to family members
• Relevance of discounts
• Family transfer issues
• Buy/sell agreements to plan for ownership changes and help avoid shareholder and family disputes

Provider
California CPA Education Foundation
Course Level
Intermediate
CPE Field of Study
Accounting
2
TBD
Who Should Attend

CPAs, attorneys and business valuation practitioners

Instructor(s)
James Andersen Claudia Stern
Prerequisites

Knowledge in business valuation and finance recommended.

Advanced Preparation

This webinar is produced by CalCPA. You will receive your login link/instructions and Certificate of Attendance directly from this third-party vendor. It is important that you review your COCPA confirmation for details on receiving your login instructions and COA from said vendor.

Location
Webinar
Event Information
When
Feb 8, 2023
11:00 am - 1:00 pm MDT
Location
Webinar
Total CPE Credits
2
Format
Webinar

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$ (% off)
$149.00

NON-MEMBER


$ (% off)
$199.00
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Webinar (CA): A Practical Approach to Business Succession Planning


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