Lunch&Learn: Succession Planning for Small and Unique Businesses (LL816)
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When: 12/20/2016
11:30 AM until 1:10 PM
Where: Via Webcast OR Onsite at LCPA Training Facility, 2400 Veterans Blvd, Ste 500, Kenner, LA 70062
United States
Presenter: Benjamin Vance, CPA/ABV

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Acronym LL816
CPE 2 hours
Category Management
LCPA members (per program) $48
Non-members (per program) $70
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The Member rate applies to LCPA members, reciprocal state society members, and non-CPA staff of LCPA members. To register online, use the ‘Register’ button above. To register by phone, call the LCPA Member Service Center at 800.288.5272 or 504.464.1040, Monday through Friday, 8am to 5pm.

Succession planning is a challenge for any business. Small business owners in particular face several distinctive challenges impacted by geography, pool of talent and buyers, and uniqueness of the business (among others). This session will help small business owners understand succession planning tailored to small businesses and help answer the following questions: Can the business succeed without me? Who are likely buyers (assuming an exit)? When is the right time to sell? What is my business worth (with me and without me)? What are my retirement needs? What will I do next? How can I find successors and supporting talent in rural markets or unique industries? How early do I need to start the process?

Speaker Bio

Benjamin Vance, CPA/ABVP

Benjamin is an Associate Director in the Consulting practice at Postlethwaite & Netterville. Benjamin joined the firm in 2009. Benjamin has an accreditation in business valuation (ABV) and has experience performing business valuations in estate and gift matters, litigation support, sales and acquisitions, and shareholder transactions. Ben is a member of the firm’s Industrial Services Niche, and he is an active member in the Pelican Chapter of Associated Builders and Contractors (ABC) and the Construction Financial Management Association (CFMA). He received his Bachelor of Science in Finance from Louisiana State University.

Ben is an active member of the Society of Louisiana CPAs, chairing and serving on a variety of committees including Emerging CPAs, Business 4 Business, and Strategic Planning.

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