Navigating the transition of your business: Why the time is now

LIVE WEBCAST | February 27, 2024

Authored by RSM US LLP

Event overview

For business owners, the road to retirement or a strategic exit is riddled with complex decisions and emotional crossroads. As the architect of your business and family legacy, there is immense pressure to not only preserve wealth, but to also make the right choices today to shape your business’s—and family’s—future. 

Those choices are better formulated with a well-crafted succession plan—and surprisingly a significant percentage of family-owned businesses find themselves without one. Join us for a CPE-qualified webcast on the importance of planning early for your business transition with best practices and real scenarios to help you better create a road map tailored to meet the needs of you and your business.


  • Jeremy Rubischko | Partner | RSM US LLP
  • Pat Tabor | Manager | RSM US LLP

Learning objectives

Participants who attend this session will be able to:

  • Identify the significance of early business transition planning, recognizing the potential challenges and risks associated with lack of planning
  • Explore the impact of short-term tax and regulatory implications inherent in succession planning strategies
  • Utilize best practices for successful business transitions including strategies to manage business disruption and navigate potential family dynamics

CPD credits

RSM Canada LLP is pleased to offer 1.0 CPD credits for attending each webcast. To qualify, you must log in to the webcast and provide your first name, last name and email address. You must remain logged in for a minimum of 50 minutes and answer 75 percent of the polling questions to receive credit. Group CPD is not available. For more information regarding administrative policies, such as refunds, cancellations and complaints, please contact us.

RSM Canada LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPD Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual course for CPD credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPD Sponsors through its website:

Advance preparation: None
Program level: Basic
Prerequisites: None
Delivery method: Group internet-based
Field of study: Specialized knowledge and applications
CPE: 1.0 credits per webcast

Event details

Date and time
Tue, Feb 27, 2024
2 p.m. ET | 1 p.m. CT

Intended audience
Business owners, C-level executives, Family office executives

60 minutes

CPE credits
One CPE credit will be issued to eligible participants


This article was written by RSM US LLP and originally appeared on 2024-02-27.
2022 RSM US LLP. All rights reserved.

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