Courses
Family Business Succession
This course is intended for business consultants, trust officers, and financial advisors who advise family businesses in succession planning.
Participants will gain knowledge and understanding of family business owners, the unique dynamics of family businesses, and advising them as they plan for the intergenerational transfer of their business.
Many professionals satisfy Continuing Education and/or Continuing Legal Education requirements with this course. Rules for CE and CLE approval are time-sensitive and vary by designation and state.
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- Available settings
- On-Campus
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- School
- Relationship Management
Areas of Study Include: Understanding and Managing the Family/Business Dynamic, Understanding Generational Values and Communication, Governance and Leadership Development Models Business Valuation, Preparing the Senior Generation for Succession, Preparing the Next Generation for Succession, and Natural Resource-based Businesses Challenges Estate Planning
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