Business & Securities Law

Winding up a Business: Succession Plans and Third-Party Sales in a Nutshell

Credits Available
Credit Status Total
Alaska CLE Reciprocity 1.5 Total
Alabama CLE Approved 1.5 Total
Arkansas CLE Approved 1.5 Total
Arizona CLE Approved 1.5 Total
California CLE Approved 1.5 Total
Colorado CLE Approved 2 Total
Connecticut CLE Approved 1.5 Total
Delaware CLE Approved 1.5 Total
Florida CLE Approved 2 Total
Georgia CLE Approved 1.5 Total
Hawaii CLE Approved 1.5 Total
Iowa CLE Upon Request 1.5 Total
Idaho CLE Upon Request 1.5 Total
Illinois CLE Approved 1.5 Total
Indiana CLE Approved 1.5 Total
Kansas CLE Approved 1.5 Total
Kentucky CLE Approved 1.5 Total
Louisiana CLE Approved 1.5 Total
Maine CLE Approved 1.5 Total
Minnesota CLE Approved 1.5 Total
Missouri CLE Approved 1.8 Total
Northern Mariana Islands CLE Approved 1.5 Total
Mississippi CLE Approved 1.5 Total
Montana CLE Approved 1.5 Total
North Carolina CLE Approved 1.5 Total
North Dakota CLE Upon Request 1.5 Total
Nebraska CLE Approved 1.5 Total
New Hampshire CLE Approved 1.5 Total
New Jersey CLE Approved 1.8 Total
New Mexico CLE Approved 1.5 Total
Nevada CLE Approved 1.5 Total
New York CLE Approved 1.5 Total
Ohio CLE Approved 1.5 Total
Oklahoma CLE Approved 2 Total
Oregon CLE Upon Request 1.5 Total
Pennsylvania CLE Approved 1.5 Total
Rhode Island CLE Upon Request 1.5 Total
South Carolina CLE Approved 1.5 Total
Tennessee CLE Approved 1.5 Total
Texas CLE Approved 1.5 Total
Utah CLE Approved 1.5 Total
Vermont CLE Approved 1.5 Total
Washington CLE Approved 1.5 Total
Wisconsin CLE Approved 1.5 Total
West Virginia CLE Approved 1.8 Total
Wyoming CLE Upon Request 1.5 Total
OnDemand
1 hours 28 minutes
William Amann
Nicholas Amann
With William J. Amann from Amann Burnett, PLLC + 1 other
Recorded August 14, 2025
Product ID 100717

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Overview

Best Practices for Guiding Clients Through the Final Steps of Their Businesses

Your client is contemplating business closure. Are you ready to help them choose the right path and navigate the transition? This legal course gives you the tools you need. Learn how to reason through the exit options, prepare a business for sale or dissolution, manage stakeholder expectations and tax implications, and alleviate lingering liability concerns. Perfect for any attorney guiding clients through these critical business decisions, it offers actionable insights you can use immediately in your practice. Register today!

  • Compare succession, dissolution, and sales to tailor the approach to each unique client.
  • Ensure proper closure procedure and record retention.
  • Explore common deal structures for third-party sales and prepare the business for the transition.
  • Manage existing contractual and employee obligations.

Abbreviated Agenda

  1. Exit Strategy Assessment: Dissolution vs. Succession vs. Sale
  2. Succession Plans: Business Continuity and Ownership Transfer Structures
  3. Third-Party Sales
    1. Preparing the Business for Sale
    2. Deal Structuring Considerations
  4. Dissolution Procedure
    1. Document Review and Required Approvals
    2. Creditor Claims and Stakeholder Communications
  5. Critical Considerations
    1. Tax Implications and Final Tax Returns
    2. Liability Protection and Record Retention

Related Topics

Product ID 100717

Credit Details

Credits Available
Credit Status Total
Alaska CLE Reciprocity 1.5 Total
Alabama CLE Approved 1.5 Total
Arkansas CLE Approved 1.5 Total
Arizona CLE Approved 1.5 Total
California CLE Approved 1.5 Total
Colorado CLE Approved 2 Total
Connecticut CLE Approved 1.5 Total
Delaware CLE Approved 1.5 Total
Florida CLE Approved 2 Total
Georgia CLE Approved 1.5 Total
Hawaii CLE Approved 1.5 Total
Iowa CLE Upon Request 1.5 Total
Idaho CLE Upon Request 1.5 Total
Illinois CLE Approved 1.5 Total
Indiana CLE Approved 1.5 Total
Kansas CLE Approved 1.5 Total
Kentucky CLE Approved 1.5 Total
Louisiana CLE Approved 1.5 Total
Maine CLE Approved 1.5 Total
Minnesota CLE Approved 1.5 Total
Missouri CLE Approved 1.8 Total
Northern Mariana Islands CLE Approved 1.5 Total
Mississippi CLE Approved 1.5 Total
Montana CLE Approved 1.5 Total
North Carolina CLE Approved 1.5 Total
North Dakota CLE Upon Request 1.5 Total
Nebraska CLE Approved 1.5 Total
New Hampshire CLE Approved 1.5 Total
New Jersey CLE Approved 1.8 Total
New Mexico CLE Approved 1.5 Total
Nevada CLE Approved 1.5 Total
New York CLE Approved 1.5 Total
Ohio CLE Approved 1.5 Total
Oklahoma CLE Approved 2 Total
Oregon CLE Upon Request 1.5 Total
Pennsylvania CLE Approved 1.5 Total
Rhode Island CLE Upon Request 1.5 Total
South Carolina CLE Approved 1.5 Total
Tennessee CLE Approved 1.5 Total
Texas CLE Approved 1.5 Total
Utah CLE Approved 1.5 Total
Vermont CLE Approved 1.5 Total
Washington CLE Approved 1.5 Total
Wisconsin CLE Approved 1.5 Total
West Virginia CLE Approved 1.8 Total
Wyoming CLE Upon Request 1.5 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. Winding up a Business: Succession Plans and Third-Party Sales in a Nutshell

    1. Exit Strategy Assessment: Dissolution vs. Succession vs. Sale
    2. Succession Plans: Business Continuity and Ownership Transfer Structures
    3. Third-Party Sales
      1. Preparing the Business for Sale
      2. Deal Structuring Considerations
    4. Dissolution Procedure
      1. Document Review and Required Approvals
      2. Creditor Claims and Stakeholder Communications
    5. Critical Considerations
      1. Tax Implications and Final Tax Returns
      2. Liability Protection and Record Retention

Who Should Attend

This legal guide is designed for attorneys. Paralegals will also benefit.

Speakers

William J Amann
William J.
Amann
Amann Burnett, PLLC
Nicholas Amann
Nicholas
Amann
Baker Newman Noyes
Speaker bio
William J Amann

William J. Amann

Amann Burnett, PLLC
William Amann

is a partner with Amann Burnett, PLLC, where he concentrates his practice in the areas of bankruptcy, creditors' rights, commercial litigation, and real estate and commercial litigation. Mr. Amann regularly represents national and regional creditors in bankruptcy courts and the state courts in Massachusetts and New Hampshire. He has recently been admitted to the Southern District Federal Court for New York, representing a Massachusetts business in a contract dispute. Prior to joining the firm, Mr. Amann served as legal counsel to a Chapter 7 bankruptcy trustee for the District of New Hampshire. In addition, he has considerable experience in the areas of commercial turnarounds, debt restructuring, equitable subordination, debt recharacterization, asset sales, title insurance, real estate conveyancing, land use, receiverships, premises liability, employment law, evictions and probate administration. Mr. Amann served on the Board of Directors for the City of Manchester's Public Library Literacy Fund for two years, starting in 2009. He is an editor for the American Bankruptcy Institute and an annual editor for the New Hampshire Bar Association's Supreme Court At-a-Glance article series. Mr. Amann regularly speaks before professional and trade groups on the topics of bankruptcy, creditors' rights and real estate. Prior to practicing law, he was employed by Fidelity Investments as a trade resolution specialist, and by Ford Motor Credit Company as an account executive and branch legal liaison. Mr. Amann is a former police officer. He earned his B.A. degree from Saint Anselm College and his J.D. degree from Massachusetts School of Law.

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Speaker bio
Nicholas Amann

Nicholas Amann

Baker Newman Noyes
Nicholas Amann

CPA, is a tax manager specializing in multi-generational, owner-managed businesses and high net worth individuals with Baker Newman Noyes. He joined the firm in 2023, having previously served as a tax supervisor at a large national CPA firm. Mr. Amann earned his bachelor's degree in accounting from the University of North Carolina at Charlotte and his master's degree in accounting from the University of New Hampshire.

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