Succession Planning Strategies for Closely-Held Businesses

National Business Institute
Training overview
Professional Course
1 Hour 28 minutes
From 229 USD

Start dates
229 USD
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Course description

Succession Planning Strategies for Closely-Held Businesses

Hope and Luck Shouldn't Control the Future of Your Clients' Businesses

Far too many small business owners leave the future of their biggest asset, their business, up to chance. In the event the business survives, the consequences are often catastrophic for families, employees, customers, and your client's legacy. Business and estate planning attorneys must be able to educate clients on the importance of succession planning and know how to put a plan in place that acts in their clients' best interests. Don't miss this engaging and strategic course on small business succession planning - register today! Get practical insights on translating client goals into a comprehensive succession plan Understand how income, estate, and gift taxes affect planning decisions. Learn tactics for using buy-sell agreements, transferring control, and overcoming owner exit issues. Gain strategies for gifting, trusts, and employee stock ownership plans (ESOPs)

Training content

  • The What and Why of Succession Planning
  • Educating Clients and Setting Goals
  • Minimizing Income, Estate, and Gift Tax
  • Weighing Options and Preparing the Succession Plan
  • Buy-Sell Agreements
  • Transferring Control and Owner Exit
  • Valuation Basics
  • Gifting and Trust Strategies; Use of Employee Stock Ownership Plans (ESOPs)

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About NBI

National Business Institute

At NBI, we believe that enhancing professional knowledge through continuing education empowers our customers to better serve their community. With over 35 years of experience, we understand the needs of legal professionals seeking continuing education and we are dedicated to...

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National Business Institute

1218 McCann Dr
54720 Altoona WI

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