You have no items in your shopping cart.
Search
Filters

Business Succession Planning: Part 3: Intrafamily Business Transfers

Join Bill Mandel and Laura Howard in discussing transition plans for professional practices, with an emphasis on architects and engineers, but equally applicable to accountants, doctors and lawyers.

 

2 Hours MCLE Credit

Join Bill Mandel and Laura Howard in discussing transition plans for professional practices, with an emphasis on architects and engineers, but equally applicable to accountants, doctors and lawyers.

In formulating a business succession plan for a professional practice, there are four important choices:

  • 1. Emergency Transition Plans
  • 2. Sales to worthy candidates within the firm
  • 3. ESOPs: Employee Stock Ownership Plans
  • 4. Sales to outside buyers.
  • The Benefits of Each;
  • The Valuation for Each;
  • The Process for Each.
  • Lastly,
  • How to attract and satisfy candidates: The 3 “C’s”;
  • Structuring an attractive Incentive Compensation Plan;
  • Documenting the Program

This is an intermediate level program. Some prior business law experience is assumed.

On Demand BU54668-191

 

 

Join Bill Mandel and Laura Howard in discussing transition plans for professional practices, with an emphasis on architects and engineers, but equally applicable to accountants, doctors and lawyers.

In formulating a business succession plan for a professional practice, there are four important choices:

  • 1. Emergency Transition Plans
  • 2. Sales to worthy candidates within the firm
  • 3. ESOPs: Employee Stock Ownership Plans
  • 4. Sales to outside buyers.
  • The Benefits of Each;
  • The Valuation for Each;
  • The Process for Each.
  • Lastly,
  • How to attract and satisfy candidates: The 3 “C’s”;
  • Structuring an attractive Incentive Compensation Plan;
  • Documenting the Program

This is an intermediate level program. Some prior business law experience is assumed.

Products specifications
PRODUCT GROUP CLE
PRODUCT GROUP Digital
MCLE HOUR 0.5 - 2
PRACTICE AREA Business Law
By Month May
By Year 2019
Products specifications
PRODUCT GROUP CLE
PRODUCT GROUP Digital
MCLE HOUR 0.5 - 2
PRACTICE AREA Business Law
By Month May
By Year 2019