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23WS-1513: Surgent's Starting a Small Business: What Every Trusted Advisor and Entrepreneur Needs to Know (Webinar)

If you have questions about this event, please call us at 952-831-2707.

Wednesday, February 28, 2024
1:00pm - 3:00pm Central Time
2 CPE (2 non-technical)

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.

Major subjects

  • 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

Learning objective(s)

  • 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

Who should take this program?

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


Our records indicate you are a nonmember. If you register, you will be charged $99.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.
Standard Member Fee $99.00
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More program information

Location Online
of study
Consulting services
of study
Business Management & Organization - Non-Technical (2.0)
Level Basic
Format Group Internet Based
Sponsor Surgent
NASBA ID#: 103212
Prerequisites Prereq. General familiarity with accounting and business principles
Receive a full refund if you cancel at least four business days before the event start date. Learn more

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If you have questions about this event, please call us at 952-831-2707.