In this course, you will learn the importance and elements of a good business succession plan and specific ideas and concepts related to the five (or seven) "D"s of business succession (US).
In this course, the student will learn about business succession planning. Specifically, the course outlines the 5 "D"s of succession planning (death, disability, divorce, dementia, and dissolution), identifies special considerations for different types of business and ownership structures and different types of industries, discusses several potential exit strategy options, and outlines the different documents that should be used in a complete business succession plan. The purpose of this course is to help financial professionals recognize the importance of business succession planning and empower them to guide their clients, in conjunction with a qualified attorney, towards completing their business succession plan, whether they be a small startup company or a large company with high revenues and multiple owners.
I am a partner and managing attorney at Inter Vivos, PLLC, one of the largest estate planning law firms in the world, with attorneys licensed in all 50 states and in several other countries. My background has been in asset protection and tax planning strategies for business owners, but I focus on and oversee all aspects of a complete estate plan for clients across the country. I also own a tax strategy consulting business. I received my law degree at George Mason University and my undergraduate degree in French from Brigham Young University. I am licensed to practice law in Utah. Clients, advisers, and other professionals appreciate my responsiveness and quality of work. I speak Spanish and French in addition to my native English and can assist clients in any of those languages.
This portal is provided as a training and development resource for City of Markham employees. Every course is delivered by a qualified subject matter expert or learning organization, is quantifiable in hours, and is verifiable — you receive a documented certificate of completion for every course you finish, stored on LearnFormula indefinitely.
If you hold a professional designation (for example in engineering, accounting, human resources, or law), courses may be counted as professionally relevant, verifiable learning activities toward your continuing professional development. Individual practitioners are responsible for confirming that an activity meets the requirements of their professional body. For questions about the City of Markham's training and development policies, please speak with your people leader or Human Resources.
