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Self-Paced Online

Business Succession Planning: Helping Your Clients Implement Their Strategy

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Date Published

September 12, 2019


Mecklenburg County Bar


Business Law, Estate Planning & Probate, General, Practice Management


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Business owners depend on their attorneys for creative solutions to the inherent risks they face. A primary concern for any business is what will happen if an owner, partner, or key individual leaves the organization due to death, disability, or retirement. These concerns are in addition to the many pressures business owners face in the day to day operation of their business. Well-structured business succession and continuation planning allow a business to continue after major events.

An often-overlooked aspect of these plans is ensuring adequate financial resources are available to cover expenses related to unforeseen circumstances such as death and disability or eventualities such as retirement.

This course will cover:

  • Business succession planning strategies such as buy-sell agreements;
  • Strategies for businesses to retain their key employees; and
  • How appropriate funds can be established to support those plans

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    James Rodgers, JD

    James joined AXA Advisors in Charlotte, North Carolina in 2017. He graduated from the University of Alabama School of Law... Read More

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    Program Titles and Supporting Materials

    This program contains the following components:

    Business Succession Planning - Introductory Video
    Business Succession Planning - Presentation Video
    Business Succession Planning - Presentation Copy
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    If applicable, you may obtain credit in multiple jurisdictions simultaneously for this program (see pending/approved list below). If electing credit for this program, registrants in jurisdictions not listed below will receive a Certificate of Completion that may or may not meet credit requirements in other jurisdictions. Where applicable, credit will be only awarded to a paid registrant completing all the requirements of the program as determined by the selected accreditation authority.

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    How to Attend

    Join the self-paced program from your office, home, or hotel room using a computer and high speed internet connection. You may start and stop the program at your convenience, continue where you left off, and review supporting materials as often as you like. Please note: Internet Explorer is no longer a supported browser. We recommend using Google Chrome, Mozilla Firefox or Safari for best results.

    Technical Requirements
    You may access this course on a computer or mobile device with high speed internet (iPhones require iOS 10 or higher). Recommended browsers are Google Chrome or Mozilla Firefox.

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