Business Valuation Resources, LLC

Succession Planning & Exit Strategies: Challenges and Opportunities Today

Date: Thursday, September 9, 2010
10:00am-11:40am PT / 1:00pm-2:40pm ET
Format: A BVR Webinar

Earn 2 CPE credits
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Webinar $99
OD Pack
On Demand Pack* $99
  Webinar and On Demand Pack* $149
*On Demand Packs include: a complete recording and transcript with all presentation and reading materials
Please note: CPE credit is not available through On Demand Packs
More information is available below

Featuring (click image for more information):

James Andersen
Burr Pilger Mayer

Ron L. Seigneur
Seigneur Gustafson

Why You Should Attend

Not to mix analogies, but a tsunami of valuation opportunities is upon us, and your window of opportunity may be closing faster than you realize. We are referring, of course, to the impending retirements, sales, and bequests that are the result of an ageing Baby Boomer generation as they prepare to leave their businesses behind for the later stages of life. Though this surge of business appraisal and valuation work has long been on the horizon, few appraisers are actually taking steps to expand their practices into the niche areas demanded by these new opportunities. What's more, even fewer are aware of the valuation challenges inherent in theses fields.

In "Succession Planning & Exit Strategies: Challenges and Opportunities Today" expert appraisers Jim Andersen and Ron Seigneur will show how to avoid the pitfalls inherent in exit planning and succession strategy valuation work. From the appraisal techniques needed and imperative knowledge when entering this marketplace to how to move your practice towards new valuation areas, Seigneur and Andersen will cover it all in this can't-miss presentation.


  • Succession Planning essentials
    • Purposes of Succession Planning
    • What is a Succession Plan?
    • How to create a successful succession plan
    • Obstacles to Succession Planning
      • Complexities of the process
      • Education of the owner
      • Psychological barriers to the business owner
  • Developing the Succession Plan
    • Factors in determining a Succession Plan
      • Motivation of the Owner
      • Value of the Business
    • Standards of value in Succession Planning
    • Succession Planning case studies
    • Value characteristics
      • Financial
      • Non-financial
      • Other
    • Quality of Earnings

Learning Objectives:

  • Learn the business appraiser’s role in succession planning and how best to take advantage of that role.
  • Clarify the processes by which succession planning and its constituent parts.
  • Understand the nuances of succession planning and how they differ from other valuation assignments.

BVR's Webinar Usage Policy

Purchase of admission to any of BVR's webinars grants ONE phone connection and ONE computer connection per physical location per registration. Additional unregistered phone or computer connections are a violation of BVR's Webinar Usage Policy, and BVR reserves the right to withhold CPE credits from both registered and unregistered users in violation of this policy.

Group Discounts Available

For group discounts on Webinars contact Linda Mendenhall at or (503) 291-7963 ext. 125.

CPE Credits for Unlimited Listeners

Have as many eyes and ears take advantage of your registered connections as possible:CPE credit is available for an unlimited number of listeners to any registered line. To add listeners for CPE credit, contact customer service ( or (503) 291-7963) with main registrant's name, the names of the persons to receive credit, and their email addresses. We welcome as many eyes and ears to take advantage of those connections as possible.

CPE Information

Prerequisites: Knowledge of Business Valuation
Program Level: Advanced
Preparation Required: None
Delivery Method: Group-Live
Recommended CPE: 2 Credit Hours (Consulting Services)

Business Valuation Resources, LLC 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 addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417.
NASBA Sponsor

On Demand Packs: Conference Recordings & Transcripts

BVR's On Demand Packs are an indispensable addition to any valuation reference library. Use them as training tools as many times as you'd like, wherever you are: play them at your computer at work or home, in your car, or on your personal audio device.

Each On Demand Packs includes:

  • Recordings and transcripts of the presentation
  • All presentation visual aides and handouts
  • All ancillary reading materials suggested by our presenters

For a complete list of available On Demand Packs from past webinars, click here.

BVR's Satisfaction Guarantee:
Business Valuation Resources offers a complaint resolution and refund policy with a 100% money-back guarantee. If you are not completely satisfied with your conference experience, or have any concerns or complaints, you may contact Business Valuation Resources at (503) 291-7963 ext. 102 for a satisfactory resolution of your concern or you may submit a written request for a full refund of this program to Stephanie Crader at: or mail to BVR, LLC, 1000 SW Broadway, Suite 1200, Portland, OR 97205.