United States

Business succession planning

Charting your course (from an early vision to a happy conclusion)


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 


Charlie Ratner

Senior Director

Charlie advises on estate and gift tax, business succession, charitable and life insurance planning. Reach him at charlie.ratner@rsmus.com.

Areas of focus: Private Client ServicesEstate and Gift PlanningWashington National Tax

Bob Jensen

Center for Business Transition Leader

Mitch Gorochow


Learning objectives
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

Register for the webcast below

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Need immediate assistance?

To discuss how our team can help your business, contact us by phone 800.274.3978

Event details

Who should attend
Business owners, their legal and tax advisors, their management teams, and children of business owners who are involved in the business

Date and time
Wednesday, Oct. 18, 2017
1 p.m. EDT | Noon CDT
60 minutes

CPE credit
One CPE credit will be issued to eligible participants


More information
Email us or call +1 800 274 3978