The most significant aspect of business ownership is most often the “exit” of the founding equity owners. It is inevitable that business succession will occur at some point in the future, whether that exit is planned or not.

Options for owner-exit are as varied as the equity-owners, themselves. However, certain key elements of the exit process are common to all exit strategies and must be understood by the business owner to ensure that the strategy adopted and implemented not only meets his or her desires but is accomplished in the most efficient manner possible. This will ensure that the business owner is fully-rewarded for the many years invested in the business and the legacy of those efforts follows his or her wishes.

Learn in this program about the most common exit methodologies and how best to plan, including timing of the exit, to ensure that the goals and wishes of the exiting owner are accomplished including the determination of value, a sale of equity, a sale of assets, a sale to an employee stock ownership plan (ESOP), and gifting to next generation.