Does your business plan include an exit strategy? What is your plan for transitioning the business when the time comes? Will you be transitioning your business to a family member, selling to employees or to a third party, or plan on closing the doors?
If you aren't sure, or you have questions about developing an exit strategy, then the Business Transition Roundtable is for you.
Panel Discussion - 4:30 to 6:30 PM
Drinks and hors d'oeuvres - 6:30 to 8:00 PM
This event is FREE, although space is limited, so please register early.
This expert panel discussion is an interactive roundtable focused on answering key questions business owners have transitioning their business. Specific focus areas include:
- Selling to key employee(s)
- Transition to family
- Open market sale
- Planning for transition at any stage of the business life cycle
Our panel of experts includes: a merger and acquisition specialist, business accounting resources (CPA), legal counsel, financing specialist (banking), and a financial planning firm. The interactive presentation highlights key concepts and personal experiences designed to leave you empowered to develop an actionable plan.
- Defining your objectives
- Valuation of your business
- Legal considerations
- Tax and estate structuring
- Packaging your business for sale
- Planning for life transitions
FORUM PANEL EXPERTS