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Succession Planning

Strategies and planning approaches for transferring a business to new owners and next generations.

Learn how hiring a general manager can reduce owner dependence, build transferable value, and help family businesses bridge generational gaps.
Are you an owner wondering what papers you need for the deal? Here's an FAQ.
Many baby boomer business owners want to exit, but few have done the necessary sale prep.
What to think about when making the choice between running the business forever or exiting into retirement.
A successful business exit strategy takes planning and should cover five areas.
Consider the available options: ESOP, transfer, sale, or management buyout?
Retiring business owners should create a succession plan to protect their family and successor.
The answer to this question could affect your ability to step away when you are ready.
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