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Advanced Exit Planning Series: Minimizing Risk

Topic

Retirement Savings and Income Planning

Program ID

298919

Hours

1

Format

Self-Study / Article review

Complexity

Intermediate

Description

In this course we will discuss: Failure to fully address business risk can harm or even destroy an owner’s ability to exit the business on his or her terms. Owners and their advisors seldom address the consequences of a risk event to business value or even its survival. This module provides you with the knowledge and tools to prevent or mitigate business risk where possible and to ensure there is appropriate casualty insurance coverage for insurable risks.

Learning Objectives

In this program, you will learn: Identify and insure business against insurable risk Identify and recommend actions to minimize or protect against uninsurable risk Prevent employees, especially key employees, from harming a business