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Business Succession Planning



As of January 2nd, 2020 this course will no longer be available for sale.

Effective business succession planning requires targeted knowledge

After building up a successful small business and reaping its rewards, clients would be at a disadvantage if they did not have a detailed business succession plan in place. A financial advisor who understands the options available can bring in expert help where needed and help small business owners plan for their financial future of their company.

Business Succession Planning teaches advisors the underpinnings of building a succession plan that utilizes the talent surrounding a small business client. Aside from looking at all the options for succession, this course will discuss the effect of taxes on a succession plan and the role of the executor when winding up the business of a deceased owner. Business Succession Planning will appeal to professionals working in financial services in an advisory capacity, including investment advisors, financial planners, wealth managers and financial consultants.

Who should enrol?

The Business Succession Planning course is designed for financial consultants and planners, wealth managers, and investment advisors. This course is also relevant for mutual funds sales reps, life insurance sales agents, and investment counsellors.

This course will teach students the options for small business succession, for different sources of business sales financing how to minimize related tax bills and the role and duties of the executor.

What you will Learn

The following topics are covered in the course:

  • Importance of Business Succession Planning
  • Options for Business Succession
  • Business Valuation
  • Sources of Financing for a Business Sale
  • Business Sale Agreements
  • Minimizing the Tax Bill
  • The Role and Duties of the Executor in Winding up the Deceased’s Business