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Succession Planning for Brokers: Continuing Your Legacy

California Career Enhancement Online Course


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Includes Video Printable Certificate

Includes Video

Video segments highlight important points

Printable Certificate

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Package Summary

Price: $150.00 (USD)
Category: Real Estate > Professional Development > California
Features: online video, printable certificate

Courses Provided By:

7405 SW Beveland Rd,
Portland, OR 97223
(503) 670-9278

Succession Planning for Brokers: Continuing Your Legacy

This is a non-credit course. Not for license renewals.

The objective of this course is to motivate and educate the broker owner – regardless of the stage of his or her career or life cycle – to tackle a succession planning and development process which culminates in a written document that becomes the blueprint for ultimately transitioning the company to the next generation of owners/managers.

In this course we'll cover

  • Chapter 1: The Purpose and Impact of Succession Planning
  • Chapter 2: Evaluating Your Circumstances
  • Chapter 3: Universal Succession Planning Factors
  • Chapter 4: Short term Emergency Preparedness
  • Chapter 5: Family Ownership/Management Transition
  • Chapter 6: Non-Family Ownership/Management Transition
  • Chapter 7: Selling Your Company via Merger or Acquisition
  • Chapter 8: Company Dissolution

How you benefit from taking this course:

  • Learn the purpose and impact of succession planning
  • Be able to evaluate your circumstances
  • Review relevant universal succession planning factors
  • Discover the various types and How-Tos of common succession plans
  • Determine how to create a short-term Emergency Preparedness
  • Learn how to navigate Family Ownership or Management Transition
  • Non-Family Ownership/Management Transition
  • Selling Your Company via Merger or Acquisition
  • and More!

ATTENTION CAR MEMBERS: You can receive this course for 50% off its regular price by using your membership benefits at the California Association of REALTORS® website! Visit this course at the CAR Education Online Store for more details.

This course will remain available to students for 365 days after enrollment.

Our Mission Statement

To provide superior distance education that exceeds industry standards and expectations in course content and delivery methods to those who seek to enter a new profession and those engaged in a profession.