BEGIN:VCALENDAR
VERSION:2.0
CALSCALE:GREGORIAN
METHOD:PUBLISH
PRODID://NDCP//497971
BEGIN:VEVENT
DTSTAMP:20260430T095558
VTIMEZONE:America/Chicago
DTSTART:20261223T183000Z
DTEND:20261223T220000Z
UID:497971
SUMMARY:Surgent's Succession Planning for the Small Business Owner: Finding the Exit Ramp (BSP4)
LOCATION:Webinar
DESCRIPTION:Surgent's Succession Planning for the Small Business Owner: Finding the Exit Ramp (BSP4)\n\n12/23/26 12:30 PM CST\n - 12/23/26 04:00 PM CST\Description:\nThe life cycle of the small business can be summed up in three segments: 1) starting the business; 2) operating the business; and 3) getting out of the business. This course focuses on getting out of the business. The most elusive element of owning a small business can be finding the proper exit strategy. This course is designed to provide the business consulting practitioner with tools and concepts to advise the small business owner and assist them in developing the right exit strategy. The course covers exit strategies related to third-party sales and succession planning within a family.Objectives:
 Understand the process of selling a business from finding a buyer to completing the sale
 Understand how business brokers operate and the fees they charge
 Discuss the difference between selling the business and leaving the business: the transition period
 Protect the seller’s interest in a seller-financed sale
 Understand how estate planning and family succession of a business interact
 Understand the use of discounts in transfers of ownership interests to family members
 Discuss when to turn over operations while maintaining control of a family business: drawing distributions from the business for retirement and receiving a step-up in basis at death
 Understand various structuring options for family business succession
 Presenters:Michael Frost, CPAField of Study:Taxes (4)Major Topics:
 How to find unrelated buyers of a business
 Maintaining control of the business succession process
 Turning over the reins to family members: when to give up control
 Finding the right team to sell a business
 Options for selling a business to an unrelated party
 Options for selling a business to family members
 Options for selling a business to employees
 Overcoming the emotional attachment to a business
 Selling to family members for a life annuity
 Using family partnerships and trusts to transfer a business
 \Location:\nWebinar\n\n,
X-ALT-DESC;FMTTYPE=text/html:Surgent's Succession Planning for the Small Business Owner: Finding the Exit Ramp (BSP4)<br /><br />12/23/26 12:30 PM CST - 12/23/26 04:00 PM CST<br />Description:<br />The life cycle of the small business can be summed up in three segments: 1) starting the business; 2) operating the business; and 3) getting out of the business. This course focuses on getting out of the business. The most elusive element of owning a small business can be finding the proper exit strategy. This course is designed to provide the business consulting practitioner with tools and concepts to advise the small business owner and assist them in developing the right exit strategy. The course covers exit strategies related to third-party sales and succession planning within a family.<br><br><b>Objectives:</b><br><ul>
    <li>Understand the process of selling a business from finding a buyer to completing the sale</li>
    <li>Understand how business brokers operate and the fees they charge</li>
    <li>Discuss the difference between selling the business and leaving the business: the transition period</li>
    <li>Protect the seller&rsquo;s interest in a seller-financed sale</li>
    <li>Understand how estate planning and family succession of a business interact</li>
    <li>Understand the use of discounts in transfers of ownership interests to family members</li>
    <li>Discuss when to turn over operations while maintaining control of a family business: drawing distributions from the business for retirement and receiving a step-up in basis at death</li>
    <li>Understand various structuring options for family business succession</li>
</ul><br><b>Presenters:</b><br>Michael Frost, CPA<br><br><b>Field of Study:</b><br>Taxes (4)<br><br><b>Major Topics:</b><br><ul>
    <li>How to find unrelated buyers of a business</li>
    <li>Maintaining control of the business succession process</li>
    <li>Turning over the reins to family members: when to give up control</li>
    <li>Finding the right team to sell a business</li>
    <li>Options for selling a business to an unrelated party</li>
    <li>Options for selling a business to family members</li>
    <li>Options for selling a business to employees</li>
    <li>Overcoming the emotional attachment to a business</li>
    <li>Selling to family members for a life annuity</li>
    <li>Using family partnerships and trusts to transfer a business</li>
</ul><br />Location:<br />Webinar<br /><br />,  
PRIORITY:3
TRANSP:TRANSPARENT
BEGIN:VALARM
TRIGGER:-PT5M
ACTION:DISPLAY
DESCRIPTION:Reminder
END:VALARM
END:VEVENT
END:VCALENDAR