Succession Planning Options for Privately Owned Businesses – A Continuing Education Program

The Eagle Wealth Planning Institute is excited to present Succession Planning for Privately Owned Businesses. This will be luncheon and professional education opportunity for CPA’s, CFP’s and other like professionals. Two hours of CPA or CFP Continuing Education will be available to those in attendance while you explore succession planning options for privately owned business. We are looking forward to hosting this dynamic learning opportunity as we use case histories to bring the planning concepts to life.


Program to be held at the following date, time and location:

Monday, June 27, 2016 from 11:00 a.m. – 1:00 p.m.

Eagle & Fein, P.C.
8500 Keystone Crossing
Suite 555
Indianapolis, IN 46240

Why Should You Attend?

The great wave of wealth transfer in the United States has already begun. More than $30 trillion assets held by the baby boomer generation will shift to the next generation over the 30 years, according to research firm Cerulli Associates. For many, this wealth is tied to privately owned businesses. The Succession Planning for Privately Owned Businesses continuing education program will provide you the knowledge to inspire clients to plan for the next generation of owners. With this knowledge you can create significant opportunities for you to make connections with the owners of privately held businesses. Despite the owner’s best efforts, and all that is riding on their success, many businesses fail. Studies indicate that 70% of all businesses fail in the first year, 10% in the second, and an additional 10% in the third. for those that do survive, only half last more than one generation. Often the failure of these businesses are a result of their failure to plan. Attending the Succession Planning for Privately Owned Businesses continuing education program will unlock the knowledge that you need to assist in helping clients navigate their journey in passing on success from on generation of owners to the next.

Attendance to any of the Eagle Wealth Planning Institute events is by invitation only. 

If you have any questions regarding this continuing education opportunity or any other Eagle Wealth Planning Institute event, please contact Shannon Wilson at (317) 726-1714, or