• On-Demand Video

Business Succession Planning 101

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On-Demand Video

---------- CLE 1 sub/0 eth PRICE Regular: $79.00
New Attorney: $40.00
Subscribers Pay: $0.00


A basic level program providing an overview for attorneys advising business owners on the importance of planning for an unexpected absence, this highly practical course delivers comprehensive information necessary for planning a successful exit.

You will learn about:

  • Transition options
  • Formulating a transition plan
  • Valuation of the business
  • Insurance planning
  • Legal and tax considerations related to timing the transfer/sale of the business
  • Estate, inheritance and gift tax planning strategies
  • Structuring the estate plan, including equalization issues

Bonus Content: Valuation of a Buy-Sell Agreement
Discover the importance of buy-sell agreements and what circumstances trigger such a transaction as you walk through the steps the value a business.

Practice Areas


J. Mark Penny ASA Hempstead & Co., Inc.
Jennifer L. Zegel Esq. Kleinbard LLC
Faculty may vary by location.
PBI reserves the right to substitute speakers at all programs.
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