BCP: Succession Planning - Key steps to maximize value and prepare for an efficient and successful transaction.

Succession is inevitable, plan now to protect what may be your most valuable asset. Understand how to maximize value and prepare for an efficient and successful transaction. Learn issues to avid that may delay or stop the sale process.

Learning Objectives

1. Value of a succession plan even if no plans to exit the business.
2. Options to consider for a succession plan.
3. Actions to be taken related to a succession plan.

This is a Business Certificate Program elective under the Finance pillar. Note: At the end of this course, you will receive a certificate for CE credit upon successful completion of the quiz.  Please note that is a certificate for CE credits only and not the IIOP and AOPA O&P Business Certificate. The IIOP and AOPA O&P Business Certificate requires enrollment in and successful completion of four AOPA electives (one from each pillar) and four IIOP core courses. Upon successful completion of the Business Certificate Program, AOPA will reach out to you about receiving your O&P Business Certificate. 

Individuals not participating in the AOPA and IIOP Business Certificate Program are still welcome to take this course for CE credit and/or educational purposes. If you have not expressed interest in the Business Certificate Program and would like to participate and use this course as one of the required electives, please email onlineeducation@aopanet.org.