Many business owners assume that key employees or family members do not have the resources or ability to complete a successful acquisition. As a result, they never fully consider a viable exit strategy that has many advantages and can produce a superior outcome over selling to an external third party. Through numerous real world examples, participants will learn the ingredients of a successful insider transfer and many of the strategies and tools that can be used to ensure a successful outcome that mitigates risk for outgoing owners.
- How to recognize opportunities for successful transfers
- Learn primary strategies and tools for transferring ownership to insiders while mitigating risks for selling owners
- Identify and anticipate typical challenges in insider transfers and how to overcome them.
- Understand how an owner’s advisory team can best support an insider transfer
About the Presenter:
Learn from industry expert Mark Andresky, CExP, CEPA, ABI, CBI, MAMI.Meet the Presenter