Preparing for What’s Next: Business Transition Planning
September 1, 2026Business owners face important decisions when planning for the future of their companies. Whether planning to pass a business to family, sell to a third party, or explore an employee ownership strategy, having a transition plan is key. Join Forvis Mazars Private Client to explore transition and exit planning strategies, evaluate your options, and learn more about how thoughtful exit planning can help you prepare for what’s next.
Learning Objectives
Upon completion of this program, participants should be able to:
- Describe common exit strategy options, such as family succession, third-party sales, employee stock ownership plans, and management buyouts.
- Identify the key components of an effective business transition and exit plan, including succession planning, valuation considerations, governance, and continuity strategies.
- Recognize the importance of integrating personal wealth, estate, and legacy planning into the exit planning process to help preserve family wealth, support philanthropic objectives, and achieve long-term financial goals.
- Discuss how a coordinated team of tax, legal, valuation, transaction, and wealth advisors can help improve outcomes before, during, and after a business transition event.
CPE Information
1.00 CPE Credit(s) (pending approval)
1 CPE credit (pending approval) in the Taxes field of study may be awarded upon verification of participant attendance, during live broadcast.
Who’s This For
Owners and founders of privately held businesses, family-owned business leaders, business owners approaching retirement, and advisors to business owners, such as attorneys, CPAs, bankers, and wealth advisors
Prerequisites
None
Delivery Method
Group internet-based. Each attendee must be logged in and answer the poll questions to receive CPE credit.
Refund Policy
There is no fee associated with this event.
Program Level
Overview
Recommended Field of Study
Taxes
Advanced Preparation
None
If you have concerns or would like information regarding program cancellation policies or CPE credit, contact us at [email protected].
Forvis Mazars, LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
Presenter(s)
Troy Farmer, Holly Pantzer, Kerry Swoish, Scott Brezler