Business Ownership Transitions: Buying, Selling, and Exit Strategies Beginning the Process through Due Diligence

Continuing Education Credits
Click or touch a Credit for more information

Certified Public Accountant

Continuing Education Credit:
4 CPE Credit
Field of Study:
Specialized Knowledge
CPE Delivery Method:
Self-Study
Program Location:
Online
Program Level:
Basic
Prerequisites:
No advanced preparation or prerequisites are required for this course.
cpe/qas logo
Illumeo 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 the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

NASBA Sponsor Number: 109504
State of New York Sponsor Number: 002746
State of Texas Sponsor Number: 009890
In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted based on a 50-minute hour.

Chartered Accountant (IES8 CPD)

Continuing Education Credit:
4 Hour
Field of Study:
Specialized Knowledge
CPE Delivery Method:
Self-Study
Program Location:
Online
Your specific provider of Continuing Professional Development accreditation has final authority on the acceptance of individual courses for CPD-IES8 credit.

Certified Management Accountant

Continuing Education Credit:
4 CPE Credit
Field of Study:
Specialized Knowledge
CPE Delivery Method:
Self-Study
Program Location:
Online
Program Level:
Basic
Prerequisites:
No advanced preparation or prerequisites are required for this course.

Certified Fraud Examiner

Continuing Education Credit:
4 CPE Credit
Field of Study:
Specialized Knowledge
CPE Delivery Method:
Self-Study
Program Location:
Online
Program Level:
Basic
Prerequisites:
No advanced preparation or prerequisites are required for this course.

Certified Internal Auditor

Continuing Education Credit:
4 CPE Credit
Field of Study:
Specific business topics such as finance and others
CPE Delivery Method:
Self-Study
Program Location:
Online
Program Level:
Basic
Prerequisites:
No advanced preparation or prerequisites are required for this course.
Registry of CPE Providers Seal


Recognized CPE provider, authorized by the Institute of Internal Auditors for use in the Certified Internal Auditor (CIA) CPE program.

Certification in Risk Management Assurance

Continuing Education Credit:
4 CPE Credit
Field of Study:
Other activities contributing to professional competence
CPE Delivery Method:
Self-Study
Program Location:
Online
Program Level:
Basic
Prerequisites:
No advanced preparation or prerequisites are required for this course.
Registry of CPE Providers Seal

Recognized CPE provider, authorized by the Institute of Internal Auditors for use in the Certified Risk Management Assurance (CRMA) CPE program.
Instructor for this course
Course Syllabus
Introduction and Overview
  Lesson 1- Course Overview and INTRODUCTORY DISCUSSION QUESTIONS22:32
  Lesson 2- WHY DO BUSINESS TRANSITIONS OFTEN FAIL OR DO GREAT HARM TO THE BUSINESS AFTER A TRANSITION?28:00
  Lesson 3- WHAT IS THE DRIVING FORCE BEHIND SO MANY COMPANIES BEING BOUGHT OR SOLD?03:11
  Lesson 4- THE FOUR D'S OF A BUSINESS EXIT STRATEGY AND TIPS FOR EXITING A BUSINESS06:09
  Lesson 5- HOW MANY TRANSITION STRATEGIES ARE AVAILABLE TO SELECT FROM ANYWAY?13:30
  Lesson 6- THE BUSINESS CULTURE DISCUSSION- WHAT DO YOU MEAN BY THE BUSINESS CULTURE?19:03
  Lesson 7- WHAT INFORMATION SHOULD THE SELLER PROVIDE FOR ME IF I AM INTERESTED IN BUYING THEIR COMPANY?6:46
  Lesson 8- WHAT IS DUE DILIGENCE AND HOW IMPORTANT IS IT? WHAT ARE INTERNAL AND EXTERNAL FISSURES?18:55
  Lesson 9- WHAT SHOULD THE BUYER DO TO LOOK FOR THESE FATAL FISSURES? WHAT IS THE MAIN PURPOSE OF DUE DILIGENCE?06:54
  Lesson 10- DOES THE SELLER HAVE ANY INTEREST IN KNOWING SOMETHING ABOUT THE BUYER?5:49
  Lesson 11- ARE THERE SITUATIONS THAT BUYERS SHOULD BE WARY OF IN A PURCHASE OF A BUSINESS?06:44
  Lesson 12- IF THE COMPANY PASSES THIS TEST, THEN WHAT HAPPENS? Cash Flow Analysis and Standard Break-Even Analysis07:49
  Lesson 13- IS THERE A GOOD EXECUTIVE SUMMARY THAT WOULD HELP ME KNOW WHAT TO LOOK FOR IN A DUE DILIGENCE PROGRAM?09:43
Supporting materials
  Glossary/IndexPDF
  Study GuidePDF
Review and Test
  REVIEW QUESTIONSquiz
 FINAL EXAMexam