Link to view the course online:

Business Succession PlanningThe Florida Bar Practice Resource Institute (PRI) is pleased to offer a one hour complimentary audio webcast CLE program on the importance of Business Succession Planning.


Introduction to Business Succession Planning


Business Succession Planning

Liquidate the BusinessThe Sole Proprietorship - AdvantagesThe Sole proprietorship - DisadvantagesThe PartnershipThe CorporationContinue the BusinessThe Sole ProprietorshipThe Partnership/LLCThe CorporationSale of the Business 

Buy Sell Agreements

Personal AssetsBorrowed FundsReserve AccountAssets of the BusinessLife InsuranceTypes of Buy-Sell AgreementsCross PurchaseStock Redemption 

The Importance of Business Valuation

Reasons for obtaining a business valuationProspects for a business valuationBusiness Valuation Analysis 

Case Study


The Role of the Producer/Advisor

Slides and materials from the webinar are attached below.