Name:
Roundtable - Understanding Transition Options
Date:
August 7, 2019
Time:
7:30 AM - 9:00 AM EDT
Registration:
Register Now
Event Description:
This workshop explores the various business transition channels and the pros and cons of each:
- Learn how and why a business owner’s motives, financial and mental readiness impacts the transfer channel selected and ultimately the valuation and financing options
- Learn how to give yourself more options based on developing a framework to analyze and prepare for a transition while analyzing the impacts to affected stakeholders
- Learn how a thorough strategic option analysis can help owners minimize transition risk, negotiate higher sale prices, and make the deal process run more smoothly.
Presented by Michael B. Ella, CPA, CEPA
Director of Family Wealth Consulting
Key Private Bank
