Business & Securities Law

4.63

Business Succession Planning and Exit Logistics

Credits Available
Credit Status Total
Alaska CLE Reciprocity 3 Total
Alabama CLE Approved 3 Total
Arkansas CLE Approved 3 Total
Arizona CLE Approved 3 Total
California CLE Approved 3 Total
Colorado CLE Approved 4 Total
Connecticut CLE Approved 3 Total
Delaware CLE Approved 3 Total
Florida CLE Approved 3.5 Total
Georgia CLE Approved 3 Total
Hawaii CLE Approved 3 Total
Iowa CLE Upon Request 3 Total
Idaho CLE Approved 3 Total
Illinois CLE Approved 3 Total
Indiana CLE Approved 3 Total
Kansas CLE Approved 3.5 Total
Kentucky CLE Approved 3 Total
Louisiana CLE Upon Request 3 Total
Maine CLE Approved 3 Total
Minnesota CLE Approved 3 Total
Missouri CLE Approved 3.6 Total
Northern Mariana Islands CLE Approved 3 Total
Mississippi CLE Approved 3 Total
Montana CLE Approved 3 Total
North Carolina CLE Approved 3 Total
North Dakota CLE Approved 3 Total
Nebraska CLE Approved 3 Total
New Hampshire CLE Approved 3 Total
New Jersey CLE Approved 3.6 Total
New Mexico CLE Approved 3 Total
Nevada CLE Approved 3 Total
New York CLE Approved 3.5 Total
Ohio CLE Approved 3 Total
Oklahoma CLE Approved 3.5 Total
Oregon CLE Approved 3 Total
Pennsylvania CLE Approved 3 Total
South Carolina CLE Approved 3 Total
Tennessee CLE Approved 3 Total
Texas CLE Approved 3 Total
Utah CLE Approved 3 Total
Vermont CLE Approved 3 Total
Washington CLE Approved 3 Total
Wisconsin CLE Approved 3.5 Total
West Virginia CLE Approved 3.6 Total
Wyoming CLE Approved 3 Total
OnDemand
2 hours 53 minutes
Mary Trachian-Bradley
David Messer
With Mary Trachian-Bradley from Briskin, Cross & Sanford, LLC + 1 other
Recorded June 20, 2025
Product ID 100430

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Overview

Your Tool Kit for Planning and Implementing Business Transitions

Solid business succession plans offer clients the peace of mind of leaving their life's work in the right hands, without rushed deals and overlooked mistakes. Do you have the skills to determine the true value of professional practices, detangle intricate business relationships, and execute tailored transactions? This course will provide you with the tools to determine the best course of action, to structure a detailed plan, and to implement it without a hitch. Register today!

  • Weigh top options of business transfer and help clients choose the right path.
  • Discover how to leverage gifts and trusts in business succession.
  • Value tough-to-quantify business assets accurately.
  • Come away with a to-do list for a clean and thorough business exit.

Abbreviated Agenda

  1. Preparing the Succession Plan
  2. Structuring and Implementing Business Exit Transactions
  3. Exit Transition To-Do Checklist

Related Topics

Product ID 100430

Credit Details

Credits Available
Credit Status Total
Alaska CLE Reciprocity 3 Total
Alabama CLE Approved 3 Total
Arkansas CLE Approved 3 Total
Arizona CLE Approved 3 Total
California CLE Approved 3 Total
Colorado CLE Approved 4 Total
Connecticut CLE Approved 3 Total
Delaware CLE Approved 3 Total
Florida CLE Approved 3.5 Total
Georgia CLE Approved 3 Total
Hawaii CLE Approved 3 Total
Iowa CLE Upon Request 3 Total
Idaho CLE Approved 3 Total
Illinois CLE Approved 3 Total
Indiana CLE Approved 3 Total
Kansas CLE Approved 3.5 Total
Kentucky CLE Approved 3 Total
Louisiana CLE Upon Request 3 Total
Maine CLE Approved 3 Total
Minnesota CLE Approved 3 Total
Missouri CLE Approved 3.6 Total
Northern Mariana Islands CLE Approved 3 Total
Mississippi CLE Approved 3 Total
Montana CLE Approved 3 Total
North Carolina CLE Approved 3 Total
North Dakota CLE Approved 3 Total
Nebraska CLE Approved 3 Total
New Hampshire CLE Approved 3 Total
New Jersey CLE Approved 3.6 Total
New Mexico CLE Approved 3 Total
Nevada CLE Approved 3 Total
New York CLE Approved 3.5 Total
Ohio CLE Approved 3 Total
Oklahoma CLE Approved 3.5 Total
Oregon CLE Approved 3 Total
Pennsylvania CLE Approved 3 Total
South Carolina CLE Approved 3 Total
Tennessee CLE Approved 3 Total
Texas CLE Approved 3 Total
Utah CLE Approved 3 Total
Vermont CLE Approved 3 Total
Washington CLE Approved 3 Total
Wisconsin CLE Approved 3.5 Total
West Virginia CLE Approved 3.6 Total
Wyoming CLE Approved 3 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. Preparing the Succession Plan

    1. Advisor's Roles
    2. Buy-Sell Agreements
    3. Tax Aspects of Business Succession Planning
    4. Gifts, Trusts, and Lifetime Transfers

  2. Structuring and Implementing Business Exit Transactions

    1. Valuation of Closely Held Companies and Professional Practices
    2. Intrafamily Transfer of Sale to Current Member/Business Partner
    3. Third-Party Sale
    4. Dissolution
    5. Post-Closing Adjustments and Disputes

  3. Exit Transition To-Do Checklist

    1. Bylaws and Agreements to Review and Update
    2. License and Permit Review and Transfer
    3. Personal Guarantees and Obligations Analysis
    4. Employee and Benefits Considerations
    5. Customer and Vendor Communication and Transition

Who Should Attend

This program is designed for attorneys. It may also benefit accountants, tax professionals, and paralegals.

Speakers

Mary Trachian-Bradley
Mary
Trachian-Bradley
Briskin, Cross & Sanford, LLC
David M Messer
David M.
Messer
Briskin, Cross & Sanford, LLC
Speaker bio
Mary Trachian-Bradley

Mary Trachian-Bradley

Briskin, Cross & Sanford, LLC
Mary Trachian-Bradley

is a senior litigation associate at Briskin, Cross & Sanford, LLC with extensive trial experience. She specializes in litigation relating to all corporate law matters, including but not limited to FLSA claims, contract disputes, shareholder derivative actions, franchise law, landlord/tenant law, homeowner association law, and all matters relating to partnerships and corporations. Ms. Trachian-Bradley earned her J.D. degree from the Florida International University - College of Law, where she acted as vice president of Moot Court and a law review editor. She is a member of DRI - The Voice of the Defense Bar, Armenian Bar Association, Georgia Bar Association and The Florida Bar. Ms. Trachian-Bradley is admitted to practice in Georgia and Florida.

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Speaker bio
David M Messer

David M. Messer

Briskin, Cross & Sanford, LLC
David Messer

is a partner with the firm of Briskin Cross & Sanford, LLC. His practice focuses on a full spectrum of business law, with an emphasis on all phases of business dispute resolution including trials, appeals, mediation and arbitration. Mr. Messer practiced as a business trial lawyer in Oklahoma for six years prior to joining Briskin Cross & Sanford, LLC. In addition to his work in business litigation and negotiation, he has extensive experience in oil and gas litigation, homeowners' association disputes, and election disputes. Mr. Messer has also successfully represented clients in a number of appeals before the Oklahoma Court of Civil Appeals and the Oklahoma Supreme Court. He is a former adjunct professor at Reinhardt University in Alpharetta, Georgia, where he taught a variety of courses on business law and ethics. Mr. Messer is admitted to the practice law in Georgia and Oklahoma, as well as before the U.S. District Court for the Northern, Middle, and Southern Districts of Georgia; the U.S. District Court for the Northern and Eastern Districts of Oklahoma; and the U.S. Court of Appeals for the Tenth Circuit. He earned his B.S. degree from Free Will Baptist Bible College, his M.C.M. degree from Southern Baptist Theological Seminary and his J.D. degree, with highest honors, from the University of Tulsa College of Law.

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