Succession Planning for Business Owners: Understanding Your Options and Key Financial Considerations

Thursday, December 18, 2025 1:00pm – 2:00pm CST

Overview

Planning for the future of your business is essential to protecting its long-term value. In this session, we’ll outline the key elements of an effective succession plan and highlight the business and tax considerations that influence transition decisions. You’ll gain a practical understanding of common transition options, the factors that drive business readiness, and the steps owners can take now to prepare for a smooth and successful handoff.

What We’ll Cover

  • Why succession planning matters and how it supports long-term business value
  • Common ownership transition options and the financial factors to evaluate
  • Key tax and cash flow considerations that can affect the timing and structure of a transition
  • Business valuation fundamentals, including what buyers typically look for and why metrics like EBITDA matter
  • What to expect during financial due diligence and how it shapes preparation
  • Practical steps owners can take now to strengthen their business for a future transition

The session will end with a live Q&A so you can ask questions and explore topics most relevant to your situation.

The webinar will be recorded, so if you can’t attend live, feel free to register anyway and you’ll receive the link when it’s available.

Presenter
Dan Bergs, CPA
Partner

Dan Bergs is a partner in Wegner CPAs’ tax and business services department. He specializes in working individual and business clients providing them with a variety of tax and accounting services.

Event Details

Thursday, December 18, 2025

Schedule

1:00pm – 2:00pm CST

Price

Free

Location

Online

Questions

Register

Overview

Presenter
Dan Bergs, CPA
Partner

Dan Bergs is a partner in Wegner CPAs’ tax and business services department. He specializes in working individual and business clients providing them with a variety of tax and accounting services.

Event Details

Schedule

Thursday, December 18, 2025

1:00pm – 2:00pm CST

Price

Free

Location

Online

Register

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Wegner CPAs is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.