Exit & Succession Planning

Hot Topics & Common Pitfalls in Business Exit Strategies

Business Exit Strategies

Paris Powell, CPA, ABV, CFF, Shareholder, Perkins & Co
Darin Honn, Partner, Sussman Shank LLP
Nicholas Stanley, Partner, Veber Partners

October 25, 2016

Topics include:

  • Strategies to optimize value
  • Determining the right time to lease/sell/leave your business
  • Valuation – fair market value for estate planning vs. sale price of the business
  • Action steps needed to plan for the transition out of your business
  • How to identify a likely successor
  • Sale structure and concerns