Webcast: Business Succession Planning and Exit Strategies: Understanding

Business succession planning is an integral part of a successfully run company. This how-to course is essential for CPAs who work with companies that ultimately will be transferred. Concepts, strategic techniques and different transition methods are central to class discussions.

During the course you will tackle valuation specifics, including the income approach, market approach and underlying asset approach. You'll also review how discounts impact value, including discounts for lack of control, lack of marketability and others. The class will explain how to structure deals and maximize a company's value in preparation for its sale. Additionally, you'll address how family dynamics impact planning considerations.