Business Legal Lifecycle – Enhance your knowledge of legal issues affecting business clients
18 CPD Hours
AUD $800+GST Per learner
Accountants are often the first point of contact for business clients
From start-up to growth and succession, the accountant is often the first point of contact when business owners need advice on legal matters. Often, this advice requires a sound understanding of legal matters in relation to business structuring, financial contracts, workplace agreements, property investment and succession planning.
Of course, accountants are not (generally) legal advisors. However, with a good understanding of legal issues affecting their business clients, they can engage in effective conversations to identify key issues and suggest next steps. With this knowledge, they can effectively manage the relationship with external legal advisors.
What’s this course all about?
This course is designed for managers, partners and directors of accounting and advisory firms who are interested in helping business owners identify key legal issues so that they can seek the best solutions. Through this process, accountants will enhance their role as business advisors with clients.
Over 12 modules, Jeremy Streten, author of ‘The Business Legal Lifecycle’ and Legal Practice Director of SMS Law will take you through a step by step process that identifies and discusses all key legal issues that business owners will experience as they proceed through the lifecycle of their business.
Who’s it for?
This course is designed for managers, partners and directors of accounting and advisory firms who are interested in helping business owners identify key legal issues so that they can seek the best solutions. Through this process, accountants will enhance their role as business advisors with clients
This course consists of 12 modules:
1. Start-up business – Structure and responsibilities for business owners
2. Client engagement – Customer and supplier issues and agreements
3. Workplace policies – Putting in place employee and contractor policies
4. Intellectual property – Ensuring that the right IP protection is in place
5. Business investors – How to properly bring investors into a business
6. Business expansion – Focus on challenges faced when growing a business
7. Estate planning – Establishing the right estate planning practices for any business
8. Property investment – Putting the right structures in place to invest in property
9. Dispute resolution – How to deal with litigation and dispute resolution procedures
10. Business sale – What business owners need to do to sell their business
11. Retirement planning – Helping business clients in the transition to retirement
12. Insolvency and bankruptcy – Dealing with insolvency and winding up the right way
CPD – This course is worth 18 CPD hours
Our self-paced eLearning courses follow a 4-step process in relation to learning objectives:
All modules are structured with specific learning objectives and assessment tasks. Learners are expected to demonstrate that they understand learning objectives and can apply concepts through completion of the assessment tasks. A SMART action planning template is used to consolidate specific actions and to ensure that a timeframe for completion is established and followed. Regular review of progress is ensured through commitment to completing the course.