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Webcast: A Practical Approach to Business Succession Planning 2024

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ASCPA Live Online Webcast

Webcast, AZ 85008

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2.0 Credits

Member Price $75.00

Non-Member Price $100.00

Overview

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

Prerequisites

None

Designed For

CPAs, attorneys and business valuation practitioners

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

Non-Member Price $100.00

Member Price $75.00