Employee ownership succession may not be a well-known option for business owners or for the professionals who support business owners. People like you: commercial brokers, CFPs, CEP’s, exit planners, financial advisors, etc. But the secret is out. More and more business owners are realizing the opportunity to retain their legacy, support their employees, and preserve the communities where they’ve grown their companies.
In this webinar, we will provide an overview of why selling to employees is a viable exit strategy for your clients. We will look at the myths around EO and how to dispel them. We will also explain how Project Equity provides technical assistance and training to make this model work for your clients and their employees. We invite you to explore our Exit Planning Summit presentation in September for more information, including a deeper dive into everything we can do together to provide a lasting legacy for your clients.
- Identify if employee ownership exit option is viable for specific businesses
- Contrast industry myths from industry facts surrounding employee ownership
- Address common roadblocks and objections related to employee ownership option vetting
- Identify how Project Equity partners with advisory firms to guide owners/businesses through the process
About the Summit:
Every year, the EPI community gathers the top 200+ advisors from across the industry (and the world) at the Exit Planning Summit. A major part of the Summit experience and value is that EPI has built a strong, collaborative network of solution providers specifically geared toward supporting advisors like you in changing the outcome for exiting middle market business owners.