Insights: Webinar

Dealership Insights Series -Succession Planning: Are You Prepared?


This webinar is part of our Dealership Insights Series with the North Dakota Implement Dealers Association. This event will be live in Fargo presented as a webinar .

Course Description:
You've spent your whole life building your business; thinking about succession and transition is difficult, but important. There are a lot of things that need to be considered when transitioning your business, such as management, ownership, and entity structure, so it's important to have a succession plan in place well before you need to implement it. Join us for a session discussing the process of succession planning and what you can do to prepare yourself and your business.

Learning Objectives:
- Outline the top considerations for succession planning
- Identify what you should be doing now to ensure future success
- Discuss common questions that arise when implementing a succession plan

Chad Flanagan, CPA, ABV, Partner
Chad works with clients to facilitate succession plans, and specializes in valuing intangible assets, including technology, patents and contractual agreements. He performs countless business valuation services for estate and gift tax purposes, litigation, and purchasing and selling businesses. Chad also helps with strategic and succession planning for a variety of clients, including professional service companies, manufacturers, distribution companies, equipment dealers and health care providers.

Derek Dockendorf, CPA, Manager
Derek has more than nine years of public accounting experience providing tax and consulting services to individuals and closely held businesses, with a focus and emphasis on succession and strategic planning, estate planning, and wealth preservation. He works with clients in a number of industries including manufacturers, financial institutions and oil and gas. Derek also works with clients on issues related to transfer tax and income tax planning.

David Casper, CPA, State and Local Tax Senior Associate
David has more than 17 years of experience with agricultural equipment dealerships, and has provided sales tax support to over 100 retail locations in 11 states. He provides tax advice to clients and has experience facilitating the completion of sales tax returns in excess of $3 million. David is also experienced in creating and delivering workshops related to State and Local Tax (SALT) issues, and has lead internal audit proceedings from start to finish, including protest letters and final payment.

CPE Credit: 1 Credit
CPE Category: Specialized Knowledge and Applications
Level: Basic:
Delivery Method: In person & Internet Group based

Additional Information:
No prerequisites or advanced preparation required. For information regarding refund, complaint and program cancellation policies, please contact Jason McKeever at 701.476.8773.

CPE Sponsors