Business & Securities Law

4.6

Business Ownership Succession Planning

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 Approved 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 Approved 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
Rhode Island CLE Approved 3.5 Total
South Carolina CLE Approved 3 Total
Tennessee CLE Approved 3 Total
Texas CLE Approved 3 Total
Utah CLE Approved 3 Total
Virginia 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 55 minutes
David Messer
With David M. Messer from Briskin, Cross & Sanford, LLC
Recorded March 26, 2026.
Product ID 101623

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$319

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Overview

Craft Effective Plans for Exit, Sale, and Transfer of Business

It's your job to help your business clients plan ahead, to allow them the freedom and peace of mind of leaving their business ventures in trusted hands. Are you prepared for the challenges of valuing professional practices, intricate control and asset entanglements, and future tax implications? This course will provide you with the tools and skills you need to help your clients determine their best course of action, to structure a detailed plan, and to implement it without a hitch. Register today!

  • Weigh top options of transfer of a business and identify which fits each client best.
  • Explore key legal and tax considerations that must be reviewed when transferring a company.
  • Accurately value tough-to-quantify business assets.
  • Find out how to leverage gifts and trusts in business succession.

Abbreviated Agenda

  1. Preparing the Succession Plan, Advisor's Roles
  2. Buy-Sell Agreements
  3. Valuation of Closely-Held Companies and Professional Practices
  4. Tax Aspects of Business Succession Planning
  5. Gifts, Trusts, and Lifetime Transfers
  6. Estate Planning for Business Owners

Related Topics

Product ID 101623

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 Approved 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 Approved 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
Rhode Island CLE Approved 3.5 Total
South Carolina CLE Approved 3 Total
Tennessee CLE Approved 3 Total
Texas CLE Approved 3 Total
Utah CLE Approved 3 Total
Virginia 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, Advisor's Roles

  2. Buy-Sell Agreements

  3. Valuation of Closely-Held Companies and Professional Practices

  4. Tax Aspects of Business Succession Planning

  5. Gifts, Trusts, and Lifetime Transfers

  6. Estate Planning for Business Owners

Who Should Attend

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

Speakers

David M Messer
David M.
Messer
Briskin, Cross & Sanford, LLC
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 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; 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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