Education

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 ... read more