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Succession Planning for Brokers: Continuing Your Legacy

California Career Enhancement Online Course


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Includes Video Printable Certificate

Key Features:

Includes Video

Video segments highlight important points

Printable Certificate

Download and print your own certificate.

Package Summary

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

Courses Provided By:

California Association of REALTORS
525 S Virgil Ave,
Los Angeles, CA 90020
(213) 739-8200

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.