Course Description
You’ve spent your whole life building your business. Thinking about its succession and transition is difficult, but important. There are several things to consider when transitioning your business, including management, ownership, entity structuring and whether or not you’re ready. All these factors play a key role in succession planning for a business. In this session, we’ll talk about the value of having a succession plan long before you must implement it, discuss the process and what you can do to prepare, and show you how to operate with the end in mind.

Learning Objectives:

• Outline the top considerations during succession planning.
• Explore options to sell to strategic buyers or private equity groups.
• Identify what you should be doing now to ensure future success.

Presenters:
Chad Flanagan, CPA, ABV, Partner
Chad specializes in valuing intangible assets, including technology, patents and contractual agreements, as well as countless business valuation services for estate and gift tax purposes, litigation, and purchasing and selling businesses. He works with clients to facilitate a succession plan to family, employees and third parties and prepared financial models for strategic growth. Not only does he play an integral part in the early stages to understand value and proper capitalization, he stands by businesses as they mature, increasing value and developing strategies for growth and risk management.

Brian Christensen, ASA, Manager
For over 20 years, Brian has been providing business valuation and related consulting services for a variety of purposes, including estate and gift tax, transactions, compensation and intangible asset valuation for financial reporting. Brian also assists clients on a recurring basis as they work to enhance the value of their business. He regularly performs valuations of operating or holding company interests for estate and gift tax purposes and consults with clients on value enhancement opportunities.

CPE Information
CPE Credits: 1
Field of Study: Business Management & Organization
Level of Knowledge: Basic
Delivery Method: Group-Internet Based

Additional Information:
These are web-group seminars. No prerequisites or advanced preparation required. For information regarding refund, complaint and program cancellation policies, please contact Jason McKeever at 701.476.8773.