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Succession & Exit Strategies for Private and Family Businesses

Course Type: Elective
Credits: 3

Instructor: T.J. Stacey Wong

This course describes how and why private and family businesses should plan for their succession & exit. Discussion includes the scope of developing such a plan, challenges internal and external to the company, the process of transitioning to new owners and investment planning for the sales proceeds. Actual case studies are used to show how these concepts were accomplished. This is an intermediate level class designed for a real estate licensee with at least several years of active sales experience. The attendee will come away with an appreciation of the value of a private or family business and how it affects the owner’s own buy and sell decisions regarding their primary residence.

This course is not currently being offered in the classroom, please check back later.

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Please note:The REC has a new ruling that agents can take the same CE class every other biennium which is different from the old law that stated that agents could never repeat the same class.
>> Check your credited course history and CE status.

If you have further questions or concerns about any material listed here please contact Abe Lee Seminars using any method listed below.

US Mail:
Abe Lee Seminars
1585 Kapiolani Blvd. Suite 1533
Honolulu, Hawaii 96814
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Phone / Fax:
808-942-4472 Phone
888-678-6592 Fax