Planning for Business Succession | CE Architects by learnformula
About this course
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OAQ
In this course, the student will learn about business succession planning. Specifically, the course outlines the 5 "D"s of succession planning (death, disability, divorce, dementia, and dissolution), identifies special considerations for different types of business and ownership structures and different types of industries, discusses several potential exit strategy options, and outlines the different documents that should be used in a complete business succession plan. The purpose of this course is to help financial professionals recognize the importance of business succession planning and empower them to guide their clients, in conjunction with a qualified attorney, towards completing their business succession plan, whether they be a small startup company or a large company with high revenues and multiple owners.
This course includes:
schedule1 hour on-demand video
signal_cellular_altBeginner level
task_altNo preparation required
calendar_todayPublished At May 3, 2021
workspace_premiumCertificate of completion
errorNo prerequisites
lock1 year access
Browse course content
1 Quizzes|1 Videos
1 hour
Section 1
59m 22s
Planning for Business Succession
Quiz
Planning for Business Succession
In this course, you will learn the importance and elements of a good business succession plan and specific ideas and concepts related to the five (or seven) "D"s of business succession (US).