Succession Planning for BVFLS Firms
BVR's Webinar Series
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Featuring
Summary
Some practitioners are looking for talent; some are looking to retire. The answer to both matters is a frank discussion about succession planning. Here’s why.
If you’re looking for talent, buying a retiring practitioner’s firm with analysts could be the solution you weren’t thinking about. If you’re looking to retire, are you giving your planning the same level of attention you tell business owners they should give theirs?!
On the buy side, we’ll discuss what you should look for when acquiring a practice with analysts. On the sell side, we’ll discuss what you need to know for structuring the best deal.
Attendees will also receive a “Companion Analysis” to the 2023 edition of The Business Valuation Firm Benchmarking Guide. There are 40 management and operational data points so that you can compare your practice to firms your size 40 different ways.
Program Agenda
- Importance of succession planning for BVFLS practices;
- Key factors to consider when buying a practice with analysts;
- Critical considerations when selling a BVFLS practice; and
- Overview of The 2023 Business Valuation Firm Benchmarking Guide
Learning Objectives
- Discuss why succession planning is important to your BVFLS practice;
- Discuss what you need to know about buying/selling a BVFLS practice; and
- Learn how you do it; and what are the best practices.
Multi-User CPE Policy
Admission to this program includes one CPE certificate for one individual.
Any additional listeners requesting CPE must be registered prior to the event, log in on their own connection, and pay a processing fee assessed at the completion of the online CPE survey for this course.
CPE Processing Fees may be bypassed by entering a valid, unused CPE Authorization Code (for single event purchasers) or by logging
into BVR's website (for subscribers to BVR's Training Series).
CPE Information
- Prerequisites: Knowledge of Business Valuation
- Program Level: Advanced
- Preparation Required: None
- Delivery Method: Group Internet-Based
- Recommended CPE: 2.0 Credit Hours (Accounting – Technical)
Business Valuation Resources is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of
continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on
the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National
Registry of CPE Sponsors through its website: www.nasbaregistry.org.
NASBA Sponsor
Every webinar includes periodic online polling questions to assess continuous participation. Attendees must respond to all polling
questions during the webinar to be awarded NASBA-qualified CPE. Attendees that respond to all polling questions and complete a survey
will be verified and emailed a CPE certificate within 5-7 business days.
BVR's Satisfaction Guarantee
Business Valuation Resources offers a 100% money-back guarantee on our training services. If you are not completely satisfied
with your experience, or have any feedback, please contact Business Valuation Resources at 1-503-479-8200 or
customerservice@bvresources.com.
