Exit Planning Mini Conference: Understanding Your Options for Ownership Transition
12:30pm – 1:00pm Registration
1:00pm – 5:00pm Seminar
5:00pm – 6:00pm Cocktail Reception
The Inn at Villanova University
601 County Line Rd, Wayne, PA 19087
Transitioning ownership of a privately held company is one of the most significant financial and personal decisions a business owner will make. Thoughtful exit planning that starts well in advance can provide the clarity, flexibility, and control needed to align business, financial, and personal goals before a transaction is on the horizon. Proactive planning helps owners better understand their options, prepare with intention, and position their businesses for long-term success.
Save the date for our upcoming half-day seminar that will explore how early, disciplined planning can lay the groundwork for a successful transition — regardless of the path ultimately chosen.
Agenda items include:
- Transfer options available to an exiting owner, including selling to employees or current owners, selling to a third party, and ESOPs
- Key considerations unique to family business transitions
- Tax-efficient planning, including state and local tax considerations
- Owner financial readiness