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  • Keeping it in the Family—Keys to Successful Family Business Transitions(161026A_N)

Keeping it in the Family—Keys to Successful Family Business Transitions(161026A_N)




 Keeping it in the Family—Keys to Successful Family Business Transitions(161026A_N)
Course CPE: 2 hours
Field of Study: Accounting–2 hr
Program Level: Overview
Prerequisites: None required. These overview programs may be appropriate for professionals at all organizational levels.
Advanced Preparation: None
Delivery Method: Self-Study
Item Number: 16PEPNOLA1026A
Shipping Weight: 0lbs. 0oz.
Price: $147.00
Recording Date: October 26, 2016

Presenter: Emily Bouchard

Program Description:

Family-owned businesses have a unique set of challenges and issues that must be understood and addressed when planning for transition. This webinar addresses the key distinctions and emotional issues that family-owned business owners and their advisors need to be aware of when considering the various options to transition ownership and leadership in a family business. Attendees will learn effective approaches to the most common roadblocks to a successful transition, and how to implement them.

After completing this webinar, attendees will be able to:

  • Identify the most common emotions at play when an owner is trying to decide to transition and to whom
  • Identify key factors to a successful transition in family businesses
  • Relate the role of a family transitions specialist and see when and how to incorporate one into the transition process
For more information regarding refund or concerns, please contact our offices at (800) 677-2009.

The Consultants’ Training Institute (CTI) 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: www.nasbaregistry.org.

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NACVA’s Certified Valuation Analyst® (CVA®) and Master Analyst in Financial Forensics® (MAFF®) designations are the only valuation and financial forensic credentials accredited by the National Commission for Certifying Agencies® (NCCA®), the accreditation body of the Institute for Credentialing Excellence™ (ICE™). The CVA designation is also accredited by the ANSI National Accreditation Board® (ANAB®).

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