Succession Planning

Succession Planning


Looking to understand more about succession planning and designing your exit strategy? In this fun, fast-paced session, you’ll learn the essential principles and strategies of succession planning. You will receive insight on how to approach succession planning, including:

  • Who will you be selling to: your employees, an outside buyer, or to family?
  • What are the opportunities and risks of each?
  • What are the primary ways to structure the sale financially 
  • Understand the tax implications of how the buyout is structured
  • Understand how the tax implications also impact the purchase price
  • How to figure out how much your business is worth

This session is organized in a simple and easy format, enabling you to have more clarity about the road ahead!

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