Navigating Business Succession and Owner Readiness for Your Clients

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Credit Hours: 1 | Available in all states except CA, IL and SC
Intended for CFP, CFA, CFFP/CRPC/CRPS/RP, CPE, HRIS, SHRM, CIMA, CLU/ChFC

This course provides financial professionals with essential tools for guiding business owners through succession planning. Participants will learn how to assess business readiness, identify potential successors, and implement buy/sell agreements. Emphasis is placed on aligning personal, business, and financial goals while developing strategies to secure business continuity. By the end of the course, attendees will have the knowledge to create comprehensive succession plans that facilitate smooth ownership transitions and ensure long-term financial security for business owners.