Selling a Business

Part of the CEA Master Class Section


Selling a business is a complex process that must be carefully planned for and orchestrated. It begins months or years before the actual closing, and involves preparing the business for sale. The advisor can provide significant value in helping a business owner in the many phases of this complex process. This course covers the essential knowledge necessary to facilitate finding a buyer, formulating the deal, due diligence, closing, transition and post exit planning involved in a business sale.

Learning Objectives:

After completing this course, you will be able to:

Course Curriculum

Understanding the Process of Selling a Business 00:07:00
Structuring the Business Sale 00:23:00
Creating the Offering Circular 00:18:00
Soliciting Offers 00:21:00
The Purchase Agreement 00:29:00
Understanding Taxes and the Closing Process 00:27:00
Additional Documents Involved in the Sale of a Business 00:20:00
Conclusion and Wrap Up of Selling a Business 00:02:00

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  • CEA Premium
  • 1 year
  • Course Certificate
  • Program Level: Fundamentals/Beginner

    201 minutes | CPE = 4 units

    Field of Study: Finance

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