PSN Garden Route: Succession Planning – 9 April 2024

Overview

Understand business will and succession planning. The importance and structure of buy and sell agreements. Discover the benefits they offer for safeguarding business interests. Learn about preferred compensations and their advantages in succession planning.

What you will learn 

By the end of this event members will:

• 1. Gain an understanding of buy and sell agreements and their significance in business will and succession planning.
  2. Learn about the essential components of buy and sell agreements, empowering attendees to make informed decisions.
  3. Acquire knowledge on effectively structuring buy and sell agreements to ensure optimal outcomes for their businesses.
  4. Discover the benefits of implementing buy and sell agreements, including protection of business interests and smooth succession transitions.
  5. Understand the importance and advantages of preferred compensation in succession planning, enabling attendees to secure their business’s future effectively.

Information

Format: Recording of Online event
CPD: 1 unit/hour
Recording:  Loaded to your CIBA Academy profile if you register for the event (Available under My Courses)

Pricing

This is a free event

Content/Topics:

• Business Will and Succession Planning
• Buy and Sell Agreements
• Components of Buy and Sell Agreements
• Structuring Buy and Sell Agreements
• Benefits of Buy and Sell Agreements
• Preferred Compensation
• Structure of Preferred Compensation
• Benefits of Preferred Compensation

Certificate

The following CPD is awarded 1 Unit Practice Management.

How to register (How to gain access to the event)

Select the Register Now button.

After registration

1. After successful registration, the event will be listed as a course under your CIBA Academy profile. Login, My Dashboard, My Courses. Select start next to: PSN Garden Route – 9 April 2024.

Presenter

Ettean Smit, CIBA Practice Support Network (PSN) Leader Garden Route

Ettean started his journey at the University of Pretoria where he obtained a BCom in Accounting in 2006. After gaining valuable audit experience and completing his articles at Ernst & Young he founded his accounting practice in 2010 and today has offices in George, Oudtshoorn and Mossel Bay. Ettean migrated his practice onto SmartPractice during 2015 and became more directly involved with SmartPractice (Pty) in 2016.

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