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Family Business: Planning for a Successful Sale or Succession

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Date Published

November 18, 2020

Publisher

Bucks County Bar Association

Questions

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Summary

Succession planning options for the family business work hand in hand with liquidity options for the owners. How will the current owners cash out their equity interests? Who will run the business and take it to the next level? There are many options for family business owners to consider when contemplating transferring the business. This presentation will examine the most common exit strategy options.

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Presenters

Ed Wilusz, ASA, CFA

Mr. Wilusz has been actively engaged in the appraisal profession since 1980. He has specialized in the valuation of business... Read More

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Program Titles and Supporting Materials

This program contains the following components:

Video Presentation
Handout
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Credit

If applicable, you may obtain credit in multiple jurisdictions simultaneously for this program (see pending/approved list below). Where applicable, credit will be only awarded to a paid registrant completing all the requirements of the program as determined by the selected accreditation authority.

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How to Attend

Join the self-paced program from your office, home, or hotel room using a computer and high speed internet connection. You may start and stop the program at your convenience, continue where you left off, and review supporting materials as often as you like. Please note: Internet Explorer is no longer a supported browser. We recommend using Google Chrome, Mozilla Firefox or Safari for best results.

Technical Requirements
You may access this course on a computer or mobile device with high speed internet (iPhones require iOS 10 or higher). Recommended browsers are Google Chrome or Mozilla Firefox.

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