Surgent's Starting a Small Business: What Every Trusted Advisor and Entrepreneur Needs to Know

Overview

Starting and owning a small business has often been referred to as the “Third Pillar of Wealth,” right behind investments and owning real estate. Essentially, all businesses start off as “small businesses.” Small businesses, however, require a large amount of preparation in order to successfully launch and grow. Starting a business requires the owners and managers to address a host of issues, including an understanding of applicable laws, appropriate financing, staffing requirements, marketing, liability protection, and many more.

This course provides a broad overview of the critical issues business owners, as well as their professional advisors, must consider when starting and growing a small business. There is extensive research regarding best practices in this area, and this webinar is intended to distill down such information and focus on what is critical to get a small business up and running as seamlessly as possible.

Highlights

• Understanding the time commitment required to start and run a business
• Selecting a corporate structure to protect your personal assets
• Building your product or service
• Sales and marketing in your business
• Establishing your owners, investors, managers, and employees
• Accounting, recording-keeping, and other software programs
• Leases, contracts, and employee agreements
• Protecting intellectual property
• Insurance
• Business plans
• Financing
• Market position

Prerequisites

General familiarity with accounting and business principles

Designed For

Anyone in the accounting or financial services profession who seeks to understand proven strategies to establish and grow a small business or who counsels individuals who own, or are considering owning, a small business

Objectives

• Understand how to successfully start and grow a small business or advise clients who are starting a small business
• Understand basic legal issues that need to be addressed when forming a business
• Explore marketing and financing plans to launch and develop a business
• Recognize ways to protect business assets and owners from different forms of liability

Preparation

None

Notice

This on-demand webcast can be taken at any time of your choosing and is valid for one year from the date of purchase. No live instructor is present, and an exam is required to earn credit. You must score 70% or higher to earn the certificate.

How do I access my Self-Study Package?

Visit https://www.surgentcpe.com/login and enter your username (your LCPA email address) and password. If you do not remember your password, press the "Forgot?" button to receive a password reset email. Once logged in, the page will refresh to display your account menu on the left side.