The End Game - Planning the Transition of Your Business

You have invested time, energy and commitment in building your business. Planning for your exit and the protection of your wealth and legacy is equally important as the work and decisions that got you here. There are only so many ways for you to transition from your business and careful planning will leave you in control of the decisions that will affect you, your family, your business, your finances and your future.

This session will cover the various ways you can transition your business and provide some concrete steps you can take regardless of the stage of your business. You will be provided with case studies of organizations like yours to ensure this workshop is relevant, informative and useful.     Some of the questions that will be addressed include:

  • What is my end game? Can I achieve my personal and business goals? Do we sell the business? Pass it to the next generation? What are some strategies to minimize my tax liability?
  • How do I maximize my business? What is it worth now? What are buyers looking for? How do I make my business as attractive as possible?
  • Who will be my successor? How do I prepare them so they are ready? What will attract, retain and motivate my team?
  • What do I need to do? Ownership structure, financing, taxes, estate planning, retirement planning, employee ownership and development etc.

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