Transition Planning 101: The Complete Webinar Series

Is your business transition ready? If you were to exit or sell tomorrow, do you know what your company is worth and would it be able to carry on without you? In this summer webinar series, you’ll learn from industry experts across a range of fields who will help you unpack the complexities of preparing yourself and your business for an owner transition so you can harvest what you’ve worked so hard to grow.

You’ll learn about the following:

  • The process and timeline of exit and transition planning
  • Some of the common pitfalls and mistakes owners make and how to avoid them
  • How businesses are valued and deals are structured
  • Overview of exit options
  • The surprising things you need to focus on to accelerate and maximize business value before the sale
  • What to look for in, and how to prepare a successor
  • Navigating transitions in family-owned businesses

Register now for this live event. We will have three days of webinars, make sure to sign up for whichever days you can attend. Our sessions will be broadcast over zoom and recorded for you to watch again after the event.

SESSION 1:
What Transition Planning Is and Why You Need It
Time:
10:00 – 10:45 AM EST
SESSION 2:
Common Missteps in Business Transition
Time:
11:00 – 11:45 AM EST
SESSION 3:
Financial Planning for Business Owners
Time:
10:00 – 10:45 AM EST
SESSION 4:
Valuing Your Business
Time:
11:00 – 11:45 AM EST
SESSION 5:
Tax Planning and Structuring the Deal
Time:
12:00 – 12:45 PM EST
SESSION 6:
Introduction to Value Building
Time: 
10:00 – 10:45 AM EST
SESSION 7:
Choosing and Preparing a Successor
Time:
11:00 – 11:45 AM EST
SESSION 8:
Family Business Transitions
Time:
12:00 – 12:45 PM EST

REGISTER NOW!REGISTER NOW!REGISTER NOW!