Business Succession Planning Primarily for the Closely Held Business​

Date: 8/14/2025
Time: 12:00 PM - 4:00 PM EST
CPE Credit: 4 hours

This 4-hour webcast is designed to provide tips and techniques for planning for when the time comes to turn a business over to new owners

Topics Covered

• Overview
• Systematic approach to/for succession planning
• Planning for management succession
• Transferring control in a closely held corporation
• Transferring control in an S corporation
• Transferring control in a partnership, LLC, or unincorporated  business
• Transfers to children
• Estate planning for business owners
• Retirement planning for the business owner
• Succession planning for un related shareholders and partners
• Planning transfer of ownership to employees
• Converting between single-and multiple-owner LLCs
• Funding the transfer (extreme care and due diligence needed here)
• Buy/ sell agreements
• Valuation of closely held businesses
• Client profiles
• Various others

Learning Objectives:

• Provide the tax practitioner with practical information to assist clients and employers timely planning for business succession to not be rushed into poor decisions.