Business succession planning

Date

Oct 16 2019

Time

1:00 pm - 4:30 pm

Cost

$360

INTRODUCTION TO BUSINESS SUCCESSION PLANNING

Instructor: Robert Allen, CFA, ABV, and Michael Benedict, CExP
CPE Credits: 
4.0
Program Level: 
Basic
Advanced Preparation: 
None
Who Should Attend: 
State of Texas Licensed CPA or a CPA seeking to be licensed in the State of Texas
Delivery Method: 
Group-Live

Course Fee: $360 (discounts for groups of 2 or more, UTA Alumni, or Non-Profit/Government)

COURSE DESCRIPTION:
According to the Business Enterprise Institute, 79% of business owners want to exit their business in the next 10 years.  However, only 15% have spoken with an advisor about their plans to do so.  Exit Planning is the creation and execution of a strategy allowing owners to exit their businesses on their terms and conditions. This course is designed to help the participant understand the components of a well-designed exit plan, some of the critical decisions to be made in the plan creation process, and how an exit plan can help avoid a crisis brought on by the untimely or unplanned exit of an owner or other key employees.

  • 00

    days

  • 00

    hours

  • 00

    minutes

  • 00

    seconds