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Business Succession Planning and Exit Strategies (4151450C)
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Essential for CPAs who work with companies that ultimately will be transferred, this how-to course will tackle valuation specifics, including the income approach, market approach and underlying asset approach. You will also review how discounts impact value, including discounts for lack of control, lack of marketability and others. Learn how to structure deals and maximize a company's value in preparation for its sale, as well as how family dynamics impact planning considerations.

11/13/2015
When: 11/13/2015
9:30 AM - 5:00 PM
Where: Webcast/Webinar
Presenter: James Andersen
Contact: April Deneault
801-834-6634


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Essential for CPAs who work with companies that ultimately will be transferred, this how-to course will tackle valuation specifics, including the income approach, market approach and underlying asset approach.
You will also review how discounts impact value, including discounts for lack of control, lack of marketability and others. Learn how to structure deals and maximize a company's value in preparation for its sale, as well as how family dynamics impact planning considerations.
 

Objectives:

Determine what a business is worth and how being an owner with control vs. an owner without control impacts value.
Identify transition options, from selling the business outright to implementing transition strategies.
Recognize tax issues associated with different transition options, including any impact of 2015 tax law changes.
Determine how family dynamics impact planning considerations.
Identify how to start the planning process early and tools to make the process more effective.

 

Major Subjects:

Determining a business entity's worth
How and why a minority interest may be worth less than a pro rata portion of the whole
How discounts impact value
Selling outright; selling or transitioning to employees; selling or gifting to family members
Deal structures
Discounting on value transfer
Determining if the next generation is prepared and qualified to take over the business
Other family assets
Using buy/sell agreements to plan for ownership changes and help avoid shareholder and family disputes

 

Designed For:

CPAs, attorneys and business valuation practitioners.

 

Prerequisite: 

Knowledge in business valuation and finance recommended.

 

Advanced Prep: None

  

Speaker: James Andersen

Vendor: CalCPA

Field of Study: Management

Level: Intermediate

CPE Credit: 8 Hours

Acronym: SPBV

 

Registration Fees:

Members: $275

Nonmembers: $375

 

Meet the Speaker:

James A. Andersen, CPA/ABV/CFF, ASA is a partner with Hemming Morse, LLP. For nearly 30 years, he has been involved in more than 800 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 a past chair of the CalCPA's Forensic Services Sections' Business Valuation Section and is a board member of the Forensic Services Section Steering Committee. He also chaired the 2008 AICPA/ASA National Business Valuation Conference. Mr. Andersen is an instructor for both the AICPA and CalCPA Education Foundation on various business valuation, business succession planning, and litigation topics.

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