Business Succession Planning And Exit Strategies

Course Details


Tuesday, November 26, 2019

6:30am – 2:00pm
(Registration: 6:00am)

Field of Study

Specialized Knowledge

Course Number


CPE Credit

8.0 hours CPE credit

Level of Knowledge



CalCPA Education Foundation


Knowledge in business valuation and finance recommended.


Essential for business and legal professionals who are advising clients on business succession planning options. This how-to course will tackle various valuation metrics and how they apply to a business, whether it is for a sale to an outside 3rd party, an internal transfer to existing employees, or transferring ownership to family members.

Learning how to structure deals and maximize a company's value in preparation for its sale, as well as how family dynamics impact planning if a family transfer is considered, are key topics in this newly updated course.

Materials are provided as an ebook.


  • Minority interest vs. pro rata portion of the whole.
  • How discounts impact value.
  • Selling outright; selling or transitioning to employees; selling or gifting to family members.
  • Deal structures.
  • Discounting on value transfer.
  • Family assets.
  • Buy/sell agreements to plan for ownership changes and help avoid shareholder and family disputes.


  • Determine what a business is worth and how being an owner with control vs. an owner without control impacts value.
  • Identify transition options, from selling the business outright to implementing transition strategies, including viability of internal transfers or a transfer to family members.
  • Recognize tax issues associated with different transition options, including the impact of recently enacted tax legislation.
  • Determine how family dynamics impact planning considerations.
  • Identify how to start the planning process early and tools to make the process more effective, including the development of effective buy/sell documents.

Designed For

CPAs, attorneys and business valuation practitioners.

Registration for this course has passed.

Course Pricing

Member Fee

Applicable if you are a HSCPA member in good standing.

Non-Member Fee

Applicable if you are not a HSCPA member.

Your Price $375.00

CPE Choice

Learn more about CPE Choice.
This course does not qualify for CPE Choice.

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