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Family Business Succession Planning Course

Family Business Succession Planning Course
from 4 to 360h flexible workload
valid certificate in your country

What will I learn?

This Family Business Succession Planning Course provides a straightforward, step-by-step guide to ensure seamless handover of ownership. You will learn to assess the company's worth, create tax-savvy transfer options, harmonise the goals of all involved parties, establish basic governance systems, avoid disputes, and develop a 3–5 year action plan backed by useful tools, templates, and proven strategies from experts.

Elevify advantages

Develop skills

  • Diagnose succession risks: swiftly identify threats from family dynamics, finances, and leadership.
  • Design ownership transfers: evaluate options and select a tax-efficient, equitable framework.
  • Set up governance: quickly form simple family councils, boards, and rules to manage conflicts.
  • Handle valuation and funding: use practical techniques to value the business and arrange buyouts with available funds.
  • Execute the roadmap: convert goals into a precise 3–5 year plan for smooth transition.

Suggested summary

Before starting, you can change the chapters and workload. Choose which chapter to start with. Add or remove chapters. Increase or decrease the course workload.
Workload: between 4 and 360 hours

What our students say

I was just promoted to Intelligence Advisor of the Prison System, and the course from Elevify was crucial for me to be the chosen one.
EmersonPolice Investigator
The course was essential to meet the expectations of my boss and the company where I work.
SilviaNurse
Very great course. Lots of rich information.
WiltonCivil Firefighter

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