Business succession is not just a legal transition – it’s a financial turning point. In this practical session, veteran business attorney Jason B. Meyer, Esq. outlines the governance, structural, and planning steps that help protect enterprise value and prevent costly disruption. Designed for CPAs, CFOs, and financial advisors, this course focuses on strengthening charter documents, mitigating continuity risks, preparing for due diligence, and coordinating legal and tax strategy to support smooth ownership transitions – whether to family, employees, or external buyers.
Learning Objectives
• Identify the key governance and charter document provisions necessary to support voluntary and involuntary business succession planning.
• Distinguish financial and organizational risks that may impair continuity, including key-person exposure, ownership gaps, and statutory dissolution triggers.
• Identify the role of financial readiness, valuation considerations, and due diligence preparation in preserving enterprise value during succession planning.
• Recognize the importance of coordinated planning among legal, tax, and financial advisors to structure effective and tax-efficient business transitions.
