Business Ownership Transitions: Buying, Selling, and Exit Strategies

Continuing Education Credits
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CPA
8 CPE
CPD-IES8
8 Hours
CMA
8 CPE
CFE
8 CPE
CIA
8 CPE
CRMA
8 CPE

Certified Public Accountant

Continuing Education Credit:
8 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.
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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.
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Chartered Accountant (IES8 CPD)

Continuing Education Credit:
8 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.
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Certified Management Accountant

Continuing Education Credit:
8 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.
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Certified Fraud Examiner

Continuing Education Credit:
8 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.
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Certified Internal Auditor

Continuing Education Credit:
8 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.
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Recognized CPE provider, authorized by the Institute of Internal Auditors for use in the Certified Internal Auditor (CIA) CPE program.
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Certification in Risk Management Assurance

Continuing Education Credit:
8 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.
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Recognized CPE provider, authorized by the Institute of Internal Auditors for use in the Certified Risk Management Assurance (CRMA) CPE program.
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Instructor for this course
  Course Overview CPE
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?3:11
  Lesson 4- THE FOUR D'S OF A BUSINESS EXIT STRATEGY AND TIPS FOR EXITING A BUSINESS6:09
  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?6:54
  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?6:44
  Lesson 12- IF THE COMPANY PASSES THIS TEST, THEN WHAT HAPPENS? Cash Flow Analysis and Standard Break-Even Analysis7:49
  Lesson 13- IS THERE A GOOD EXECUTIVE SUMMARY THAT WOULD HELP ME KNOW WHAT TO LOOK FOR IN A DUE DILIGENCE PROGRAM?9:43
  Lesson 14- WHAT ARE SOME FACTORS THAT DETERMINE THE VALUE OF A BUSINESS?7:31
  Lesson 15- HOW DOES ONE DETERMINE THE VALUE OF A BUSINESS? PART 1 - INTRODUCTION10:48
  Lesson 16- HOW DOES ONE DETERMINE THE VALUE OF A BUSINESS? PART 2 - VALUATION BASED UPON ASSETS10:35
  Lesson 17- HOW DOES ONE DETERMINE THE VALUE OF A BUSINESS? PART 3 - VALUATION BASED UPON INCOME23:13
  Lesson 18- HOW DOES ONE DETERMINE THE VALUE OF A BUSINESS? PART 4 - EXAMPLE DETERMINING BUSINESS VALUATION14:09
  Lesson 19- HOW DOES ONE DETERMINE THE VALUE OF A BUSINESS? 8:35
  Lesson 20- NEGOTIATING THE DEAL - PART 1 - WHO NEEDS TO BE ON THE NEGOTIATING TEAM?10:41
  Lesson 21- NEGOTIATING THE DEAL - PART 2 - ARE THERE SPECIAL PROBLEMS FACING THE BUYER AND SELLER IN NEGOTIATIONS?19:18
  Lesson 22- NEGOTIATING THE DEAL - PART 3 - WHAT ARE THE VARIOUS WAYS THAT A FINANCIAL DEAL CAN BE STRUCTURED?25:08
SUPPORTING MATERIALS
  Business Ownership Transitions: Buying, Selling, and Exit Strategies Glossary/IndexPDF
  Business Ownership Transitions- Buying, Selling, and Exit Strategies Study GuidePDF
REVIEW AND TEST
  REVIEW QUESTIONSquiz
 FINAL EXAMexam