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
The session will end with a live Q&A so you can ask questions and explore topics most relevant to your situation.
The webinar will be recorded, so if you can’t attend live, feel free to register anyway and you’ll receive the link when it’s available.
