| Course | |||||
|---|---|---|---|---|---|
 | $200.00 CBExP The 8 Building Blocks of Buy-Sell Planning This 8-part course reviews the building block of business continuation planning. It's one of the most comprehensive treatments of the subject available anywhere, and is a must for those who work in the... | ||||
 | $200.00 CBExP LLCs have become increasingly more popular as a choice of entity for closely-held business owners, which puts a premium on exit planners having to familiarize themselves with how LLC operating agreements work. With that in mind, this course... | ||||
 | $159.00 Asset Protection While a great many planners are familiar with planning techniques to protect individuals and their investments, business and investment entities also need to be protected from creditors of the entities. During this class, students will learn the... | ||||
 | $200.00 CBExP Buy-sell agreements are ubiquitous and virtually always problematic. This class will address a number of issues that create problems when buy-sell agreements are triggered, focusing on what can be done now, with new agreements, or with... | ||||
 | $200.00 CBExP This module contains three classes:
Anatomy of a Business Valuation Report
This class takes leaners through a real business valuation report. Along the way, you’ll carefully examine:
• the appraiser engagement letter (where many... | ||||
 | $200.00 CBExP Closely-held family-owned businesses make up a significant part of the GDP of the United States, with many family-owned or controlled businesses being represented prominently in the Fortune 500. Nevertheless, the odds are heavily stacked against... | ||||
 | $200.00 CBExP To be a successful exit planner, it is critical that you understand the differences in business entity types in order to properly advise your clients and uncover all the planning opportunities. It is important to understand the legal and tax... | ||||
 | $200.00 CBExP This course reviews a panoply of important drafting and implementation issues surrounding buy-sell agreements, including:
1. Types of buy-sell agreements.
2. Advantages and disadvantages of buy-sell agreements.
3. Possible purposes of... | ||||
 | $200.00 CBExP Special purpose insurance LLCs have become extremely popular over the past 5 years and have become a critical planning technique in the exit planner's tool chest. In fact, many advisors consider the Insurance-Only LLC to be the structure of... | ||||
 | $200.00 CBExP ESOP’s are the ideal exit and liquidity planning tool when business continuity, corporate legacy and employee retention are key drivers over upfront cash. This course will explain why ESOP implementation is an attractive exit strategy for both... |
