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.
Highlights
• 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
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
Designed For
CPAs, attorneys and business valuation practitioners
Course Pricing
WYOCPA Member Fee
$89.00
Non-Member Fee
$119.00
Your Price
$119.00
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