Business succession planning
Charting your course (from an early vision to a happy conclusion)
LIVE WEBCAST |
Join Charlie Ratner, Bob Jensen and Mitch Gorochow as they walk through a practical approach to crafting a comprehensive plan for transition of the closely held business.
In this one-hour webcast session, they will cover:
- Fundamental questions about themselves and their businesses that business owners must address to begin succession planning
- Key considerations for deciding whether to sell to a third party, sell to a management team or pass the business down to the next generation
- How to assemble an advisory team and work through the personal, structural, economic and tax components of the plan
- Tips for maintaining momentum over the course of plan implementation
By the end of this webcast, participants will be able to identify a practical approach to crafting a comprehensive plan for transition of a closely held business and how to put that plan into effect.
CPE credit available
RSM US LLP is pleased to offer one CPE credit for attending this webcast. To qualify, you must log in to the webcast and provide your first name, last name and email address. You must remain logged in for a minimum of 50 minutes and answer 75 percent of the polling questions to receive credit. Group CPE credit is not available. For more information regarding administrative policies, such as refunds, cancellations and complaints, please contact us.
RSM US LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
Advance preparation: None | Program level: Basic | Prerequisites: None | Delivery method: Virtual group live
Field of study: Taxes | CPE: One credit