November 17, 2022


2 Total CPE Credits


A Practical Approach to Business Succession Planning

Learning Objectives

  • Determine what a business is worth and how being an owner with control vs. an owner without control impacts value
  • Identify transition options, including planning for the outright sale of the business, structuring internal transfers to critical employees and analyzing the pros and cons of transfers to family members
  • Recognize tax issues associated with different transition options
  • Identify how to start the planning process early and tools to make the process more effective, including developing or modifying buy/sell agreements and other business operating agreements

Major Topics

  • Deal considerations
  • Selling outright; selling or transitioning to employees; selling or gifting to family members
  • Relevance of discounts
  • Family transfer issues
  • Buy/sell agreements to plan for ownership changes and help avoid shareholder and family disputes

CPE Credits Available

Total CPE
Accounting & Auditing

Things to Know About This Course


Knowledge in business valuation and finance recommended.

Advanced Preparation


Intended Audience

CPAs, attorneys and business valuation practitioners


California Society of CPAs

This event has ended.