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Starting a Small Business: What Every Trusted Advisor and Entrepreneur Needs to Know (Z1-SSB2-SSWC)

100 Minutes
On demand - Video

On Demand - Video

2 CPE Credits in MT

OVERVIEW

Starting and owning a small business remains one of the most powerful ways to build long-term wealth, alongside investing and real estate ownership. But today’s business environment is fundamentally different than it was even a few years ago.

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

BENEFITS

  • 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

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

COURSE LEVEL

Basic

PREREQUISITES

General familiarity with accounting and business principles

ADVANCE PREPARATION

None