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Surgent's Succession Planning for the Small Business Owner: Finding the Exit Ramp

 Various
 
4.0
Registration is Open
Member Price
$159.00 Regular Registration
Your Price
$167.00 Regular Registration
This course is being offered on multiple dates, listed below. Click the Register button next to your preferred date to register.
 Wed, 06/18/2025 from 9:00 am to 12:30 pm
 Tue, 08/05/2025 from 1:00 pm to 4:30 pm
 Fri, 09/05/2025 from 1:00 pm to 4:30 pm
 Fri, 11/21/2025 from 1:00 pm to 4:30 pm
 Wed, 12/24/2025 from 1:30 pm to 5:00 pm
 Thu, 02/05/2026 from 1:30 pm to 5:00 pm
 Currently available
 Currently available
Designed For:

Practitioners with small business clients that will eventually sell that business to third parties or family members that need advice regarding exiting the business

Prerequisite:

A basic understanding of business entity types and taxation of sales of businesses

The life cycle of the small business can be summed up in three segments: 1) starting the business; 2) operating the business; and 3) getting out of the business. This course focuses on getting out of the business. The most elusive element of owning a small business can be finding the proper exit strategy. This course is designed to provide the business consulting practitioner with tools and concepts to advise the small business owner and assist them in developing the right exit strategy. The course covers exit strategies related to third-party sales and succession planning within a family.

Delivery Method: Individual webcast
CPE Credit: Taxes
Program Level: Intermediate

This course is being offered by a 3rd party vendor and will not be accessible on your My CPE page. Webinar access information will be emailed directly to you by Surgent McCoy.

Objectives

  • Understand the process of selling a business from finding a buyer to completing the sale
  • Understand how business brokers operate and the fees that they charge
  • Discuss the difference between selling the business and leaving the business: the transition period
  • Protect the seller’s interest in a seller-financed sale
  • Understand how estate planning and family succession of a business interact
  • Understand the use of discounts in transfers of ownership interests to family members
  • Discuss when to turn over operations while maintaining control of a family business: drawing distributions from the business for retirement and receiving a step-up in basis at death
  • Understand various structuring options for family business succession

Speakers

Advanced Preparation

None

Vendor

The Virginia Society of CPAs (VSCPA) 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 final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBARegistry.org.

For more information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call (800) 733-8272.