Business advice and financial planning attorneys, general practitioners, trusts and estates lawyers, and tax attorneys with basic to intermediate practice experience won’t want to miss this two-part series as we explore the succession planning process for your next small business client.

Part 1
Live Webcast  |  Friday, June 17, 2022  |  10:30 a.m. – 12:00 p.m.
1.50 hours MCLE credit

Topics include: how to value a business (and alternative valuations based on the type of buyer); how to use professional valuation experts or business brokers; the seller’s due diligence, including gathering all relevant information about the business; and finding a buyer.

Register for Part 1. 

Part 2
Live Webcast  |  Tuesday, June 21, 2022  |  10:30 a.m. – 12:00 p.m.
1.50 hours MCLE credit

Topics include: how to utilize a business broker and the information needed from the seller; how to identify and reach relevant markets for buyers; the timelines involved in the sale of a business; how to bring the seller and buyer together; the documents needed for the sale or purchase of a small business; how to financially structure of the deal; and how to negotiation on relevant documents

Register for Part 2.