Leaving your business is a process, not an event! And it’s never too early to begin that process. Start by learning about ALL your options at a free, two-hour executive breakfast briefing: “Strategic Planning for Your Business Exit.”

In this fast-paced workshop program, we’ll evaluate the relative merits of the following exit strategies: • Sale to a third-party cash buyer • Sale to management  • ESOP (Employee Stock Ownership Plan)  •  Conversion to passive ownership  • Co-owner buyout  •  Family succession. We’ll cover realistic goal-setting, financial considerations, valuation issues, risk minimization, and the transactional process itself.

You Will Learn How to:

• Structure your business to attract buyers  • Sell your business to family members or employees and still get the cash you need  • Decrease the amount of time and risk it takes to get your money  • Sell to whom you want, when you want, and get the income you want.

Topics Include the Essential Steps to a Successful Exit:

Setting Exit Objectives and Selecting Your Exit Path

Determining Current and Projecting Future Business Value

Cultivating and Retaining Key Management

Pre-planning for the Transaction

Risk Management for the Business and Owner

Personal Financial and Estate Planning Issues