Business Succession Planning and Exit Strategies WEBCAST

Friday, December 4 8:30am - 4:30pm PST

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8 Credits

Member Price $295.00

Non-Member Price $395.00

Overview

Essential for CPAs who work with companies that will be transferred. This how-to course will tackle valuation specifics, including an overview of the income approach, market approach and underlying asset approach. Learn to structure a deal and maximize a company’s value in preparation for its sale.Explore how family dynamics impact planning.

Highlights

Minority interest vs. pro rata portion of the whole. How discounts impact value.

Prerequisites

Knowledge in business valuation and finance recommended.

Designed For

CPAs, attorneys and business valuation practitioners.

Objectives

Determine what a business is worth and how being an owner with control vs. an owner without control impacts value. Identify transition options, including planning for the outright sale of the business, structuring internal transfers to key employees, and analyzing the pros and cons of transfers to family members. Recognize tax issues associated with different transition options. Identify how to start the planning process early and tools to make the process more effective, including developing or modifying buy/sell agreements and other business operating agreements.

Preparation

None.

Notice

None

Leader(s):

Leaders

James Andersen

James A. Andersen, CPA/ABV, ASA

Jim Andersen is the founding partner of Andersen & Company LLP, a firm of financial consultants and certified public accountants based in Santa Rosa, California. For the past 18 years, Mr. Andersen has specialized in business valuations, mergers and acquisitions, and various litigation support services. During this period, he has been involved in over 600 business valuation and litigation assignments and has testified as an expert witness in various counties throughout California.

Mr. Andersen’s business valuation experience has included assignments for merger and acquisition transactions, buy/sell agreements, dissenting shareholder actions, marital dissolutions, and estate and gift tax.

Mr. Andersen is past chairman of the Business Valuation Committee for the California Society of Certified Public Accountants and is a board member of the Litigation Steering Committee. He is an accredited senior appraiser with the American Society of Appraisers and is an instructor for both the American Institute of Certified Public Accountants and the California Society of CPAs on various business valuation topics. He also serves on the faculty for the Texas Center for the Judiciary.

Mr. Andersen’s recent accomplishments include co-authoring and teaching a course on mergers and acquisitions for the California Society of CPAs, and he is in the process of publishing a new course and book for the California Education Foundation entitled Business Valuation and Succession Planning-A Practical Approach to Value Enhancement and Business Transfer Issues, to be released and taught in the fall of 2003.

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Non-Member Price $395.00

Member Price $295.00