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Introduction to Business and Succession Planning

Introduction to Business and Succession Planning

$299.00

Introduction to Business and Succession Planning will equip you with the strong legal foundation and practice-building skills you need to serve business law clients confidently and effectively. This three-part course addresses foundational business law concepts, an overview of business succession planning, and insights on building your business law practice.

Following the webinar, visit this link in a new tab to complete a brief survey.

Foundational Business Law Concepts and Overview of Succession Planning

Part One of Introduction to Business and Succession Planning covers the following foundational business law concepts:

  • Fundamental elements of business law practices
  • Overview of business succession planning
  • Entity formation, with a focus on limited liability companies (LLCs)
  • LLC operating agreements
  • Common small business scenarios
  • Executing a sale or transfer, including buy-sell agreements and purchase and sale agreements

Presented by: Ryan Snow, JD, MBA and Temi Siyanbade, JD

Competent Contract Drafting and Types of Agreements

Part Two of Introduction to Business and Succession Planning covers competent contract drafting and the following types of agreements:

  • Day-to-day business contracts 
  • Buy-sell agreements
  • Purchase and sale agreements
  • Financing documents

Presented by: Ryan Snow, JD, MBA and Temi Siyanbade, JD

Practice Building

Part Three of Introduction to Business and Succession Planning addresses practice-building topics, including the following:

  • Building a brand that attracts clients
  • Building a business that serves clients
  • Pricing strategies

Presented by: Temi Siyanbade, JD

CLE: 6.5 General credit

Approved States: CA, CO, GA, IL, KS, NJ, NV, NY, OH, OK, PA, TN, TX, UT, VT

(AK, AZ, CT, FL, ND, MO, NH are eligible to claim credit.)

We will supply you with the information needed to apply in other states.

Contact shopcle@wealthcounsel.com for CLE assistance.

WealthCounsel members: This CLE eligible program may be complimentary for WealthCounsel members, depending upon their subscription bundle.  Please access and view it here via the member website for optimal experience and inclusion in your CLE Profile Account.

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