BUAD 7013 - Business Succession Planning, 3 Credits

Prerequisite(s): BUAD 5003 with D or better

Level: Upper

This course will explore the unique financial planning needs of small to medium size business owners. Special emphasis will be given to their common retirement, business succession, business valuation, and estate planning problems as well as the appropriate strategies and techniques utilized by planners to assist these clients in reaching their objectives.