Business Succession Planning And Exit Strategies | 4191450A

Date :
May 30, 2019 8:30 AM - 4:00 PM
Location :
San Francisco Peninsula
Facility :
CalCPA Flex Center - Burlingame
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Level of Difficulty :
Member Price :
Nonmember Price :
CPE Credits :
CPE 8.00, MCLE 6.50
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Essential for business and legal professionals who are advising clients on business succession planning options. This how-to course will tackle various valuation metrics and how they apply to a business, whether it is for a sale to an outside 3rd party, an internal transfer to existing employees, or transferring ownership to family members.

Learning how to structure deals and maximize a company's value in preparation for its sale, as well as how family dynamics impact planning if a family transfer is considered, are key topics in this newly updated course.

Materials are provided as an ebook.


  • Determine what a business is worth and how being an owner with control vs. an owner without control impacts value.
  • Identify transition options, from selling the business outright to implementing transition strategies, including viability of internal transfers or a transfer to family members.
  • Recognize tax issues associated with different transition options, including the impact of recently enacted tax legislation.
  • Determine how family dynamics impact planning considerations.
  • Identify how to start the planning process early and tools to make the process more effective, including the development of effective buy/sell documents.

Major Subjects:

  • Minority interest vs. pro rata portion of the whole.
  • How discounts impact value.
  • Selling outright; selling or transitioning to employees; selling or gifting to family members.
  • Deal structures.
  • Discounting on value transfer.
  • Family assets.
  • Buy/sell agreements to plan for ownership changes and help avoid shareholder and family disputes.

Advanced Prep:


Misc. Information:

Wireless Internet access, lunch and discounted parking will be provided for this event and are included in your registration fee.

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Level of Difficulty:
Field of Interest:
Specialized Knowledge

Knowledge in business valuation and finance recommended.

Designed For:

CPAs, attorneys and business valuation practitioners.


James A Andersen, ABV, ASA, CPA
James A. Andersen, CPA/ABV/CFF, ASA is a partner with Hemming Morse, LLP. For over 30 years, he has been involved in more than 800 business valuation and litigation assignments and has testified as an expert witness in various counties throughout California. Andersen’s business valuation experience has included assignments for merger and acquisition transactions, buy/sell agreements, dissenting shareholder actions, marital dissolutions, and estate and gift tax. Andersen is a past chair of CalCPA’s Forensic Services Section’s Business Valuation Section and was a board member of the Forensic Services Section Steering Committee from 2002-2015. He also chaired the 2008 AICPA/ASA National Business Valuation Conference. Andersen is an instructor for both the AICPA and CalCPA Education Foundation on various business valuation, business succession planning, and litigation topics.
Claudia J. Stern, ABV, CFF, CPA, CPA/ABV/CFF

Claudia Stern is a principal in the forensic and financial consulting services group at Hemming Morse. She has worked on numerous business valuations, forensic accounting engagements and economic damages matters involving a wide range of industries. Stern’s valuation experience includes dissenting shareholder and partner actions, mergers and acquisitions, family law and estate and gift matters. Her forensic accounting engagements have included breach of fiduciary duty claims, fraud, bankruptcy, alter ego and malpractice actions.


  • Materials - Hardcopy Textbook
  • Materials - ebook