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Succession Planning


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Course Description

3.0 CE credits for General, Adjuster, Accident & Sickness, and Life licenses
approximately 3 hours, $99.00 (prices may change without notice: consult the VuBiz website)

Part of strategic planning is developing your succession plan: a process that requires you to make many decisions, some of them complex. The earlier you start this process, the more successful it will be. The three modules in this program will help you think about your exit strategy, initiate the process of valuing your business, and discover how to get the most for your business when the time comes.

3 Required Modules

Your Exit Strategy
  • What exit strategy is best for you?
  • How do you replace yourself in the business?
  • How do you identify your transition objectives?
  • What happens if you go missing tomorrow?
Valuing Your Business
  • What are the value drivers that enhance the value of your business?
  • How do you value your business?
Getting the Most for Your Business
  • How does the business wealth transfer process work?
  • How do you get the most for your business in a transaction and keep more of the proceeds from the business sale?
  • Should you be selling assets or shares?

Questions? Comments? Suggestions?

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