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Business owners often face the question of what’s next - the decision between keeping and growing the business or transitioning it.  Growing the business has its associated short-term rewards and long-term risks.  Transitioning the business has the complication of whether it is in whole or in part; internally to the family or team; or selling to the nebulous third party.  Business owners often have the feeling that the advice they are receiving is prematurely narrowed.  This session will identify and discuss the pros and cons of the myriad of potential strategies as well as the improvements you should start making now to increase the value of the business.  Learn how to navigate the tributaries and ramifications of your potential choices.

CE Eligible: Yes. CE is automatically submitted (for subscribers) to the CFP Board. Complete certificates are also provided to subscribers for self reporting for those with American College designations (CLU, CHFC and RICP), a CPA license and NAPFA members. 

CPE Eligible: Participants will earn 1 CPE credit

Field of Study: Specialized Knowledge

Prerequisites: There are no prerequisites for this session.

Advanced Preparation: None

Program Level: Basic

Delivery Method: Group Internet Based


NASBA Approved

Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: