Planning for the future of your business is essential to protecting its long-term value. In this session, we’ll outline the key elements of an effective succession plan and highlight the business and tax considerations that influence transition decisions. You’ll gain a practical understanding of common transition options, the factors that drive business readiness, and the steps owners can take now to prepare for a smooth and successful handoff.
What We’ll Cover
- Why succession planning matters and how it supports long-term business value
- Common ownership transition options and the financial factors to evaluate
- Key tax and cash flow considerations that can affect the timing and structure of a transition
- Business valuation fundamentals, including what buyers typically look for and why metrics like EBITDA matter
- What to expect during financial due diligence and how it shapes preparation
- Practical steps owners can take now to strengthen their business for a future transition
