On-Demand

The 5-Year Exit Runway: Strategic Preparation for a Successful Business Sale

CPE: 3

Overview

Business succession is not just a legal transition — it’s a financial turning point. In this practical session, veteran business attorney Jason B. Meyer, Esq. outlines the governance, structural, and planning steps that help protect enterprise value and prevent costly disruption. Designed for CPAs, CFOs, and financial advisors, this course focuses on strengthening charter documents, mitigating continuity risks, preparing for due diligence, and coordinating legal and tax strategy to support smooth ownership transitions — whether to family, employees, or external buyers.

Product Code
1000005043
Credit Type
CPE: 3
CPE-Technical: 3
Format
Online Self-Study
NASBA Field of Study
Business Law
Level of Difficulty
Intermediate
Prerequisites
Work experience in a corporate staff environment, or an introductory course in business law.
Advance Preparation
None

Learning Objectives

Identify the key governance and charter document provisions necessary to support voluntary and involuntary business succession planning.

Distinguish financial and organizational risks that may impair continuity, including key-person exposure, ownership gaps, and statutory dissolution triggers.

Identify the role of financial readiness, valuation considerations, and due diligence preparation in preserving enterprise value during succession planning.

Recognize the importance of coordinated planning among legal, tax, and financial advisors to structure effective and tax-efficient business transitions.

Additional Details

This On-Demand course is provided through our partnership with Kaplan Professional Education.

The 5-Year Exit Runway: Strategic Preparation for a Successful Business Sale

Member

Nonmember

Overview

Product Code

Credit Type

Format

NASBA Field of Study

Level of Difficulty

Prerequisites

Advance Preparation

Learning Objectives

Additional Details