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, Radnor, 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.
Join us 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. Review the full agenda below.
Agenda:
Transition Options: Understanding the Full Transfer Spectrum
An overview of the full range of ownership transition paths—from internal transfers to third-party sales—and how each aligns differently with liquidity, control, and legacy goals.
Navigating Family Business Transitions
Key considerations and steps when pursuing a transition of ownership within a family business, including an overview of structural opportunities and common pitfalls to avoid.
ESOPs as a Strategic Exit Option
An introduction to Employee Stock Ownership Plans (ESOPs), exploring how they work, advantages & disadvantages, when an ESOP may be a good fit, and how they compare to other transition alternatives.
Selling Your Business: Beyond the Numbers
A focused look at the risks that buyers, lenders, and diligence teams identify—and how those risks ultimately shape deal outcomes.
What You Don't Know Can Cost You: SALT Due Diligence in M&A
This session explores state and local tax considerations in M&A due diligence and common pitfalls, drawing on real-world deal experience to highlight issues that arise before, during, and even after a transaction—along with practical steps to help owners prepare.
Tax-Efficient Exit Planning: Estate and Income Tax Considerations
A discussion of key tax concepts affecting business transitions, including income and estate tax planning strategies that can materially impact after-tax outcomes.
Where to Start: Turning Exit Planning Ideas into Action
Practical guidance on what owners should do next, including preparing the company financially, understanding business value, and aligning operational readiness with post transition goals.