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Succession Planning and Exit Strategies

April 15, 2021 @ 2:00 pm - 4:30 pm

Generally, business owners extend most of their attention to starting their business, scaling their business, and ensuring their business is profitable but not necessarily what their exit strategy is. Business Succession Planning can be defined as the process of determining both the method of transfer of ownership of a business interest as well as the transition of its management control. The subject of succession itself must be addressed in the event of retirement, death, or disability of the owner or as the result of other foreseeable events.

This Succession Planning workshop will cover:

Who will take over?
*How long will it take to transition the ownership?
*What procedures need to be passed on?
*Is selling the business an option?
*What steps are to be taken for a successful liquidity event to occur?
*Review of historical transition success rates
*4 Pillars of Business (The X Multiple)
*Ensuring the Transfer of Intergenerational Wealth with Trusts and/or Wills


April 15, 2021
2:00 pm - 4:30 pm
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