Succession Planning for Brokers: Continuing Your Legacy

The objective of this course is to motivate and educate the broker owner – regardless of the stage of his or her career or life cycle – to tackle a succession planning and development process which culminates in a written document that becomes the blueprint for ultimately transitioning the company to the next generation of owners/managers.

In this course we'll cover

• Chapter 1: The Purpose and Impact of Succession Planning
• Chapter 2: Evaluating Your Circumstances
• Chapter 3: Universal Succession Planning Factors
• Chapter 4: Short term Emergency Preparedness
• Chapter 5: Family Ownership/Management Transition
• Chapter 6: Non-Family Ownership/Management Transition
• Chapter 7: Selling Your Company via Merger or Acquisition
• Chapter 8: Company Dissolution

How you benefit from taking this course:

• Learn the purpose and impact of succession planning
• Be able to evaluate your circumstances
• Review relevant universal succession planning factors
• Discover the various types and How-Tos of common succession plans
• Determine how to create a short-term Emergency Preparedness
• Learn how to navigate Family Ownership or Management Transition
• Non-Family Ownership/Management Transition
• Selling Your Company via Merger or Acquisition
• and More!

ATTENTION CAR MEMBERS: You can receive this course for 50% off its regular price by using your membership benefits at the California Association of REALTORS® website! Visit this course at the CAR Education Online Store for more details.