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X-ORIGINAL-URL:https://ociesmallbusiness.org/
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UID:MEC-d5d28c6fbc939350dfbb82a57421511c@ociesmallbusiness.org
DTSTART:20250108T200000Z
DTEND:20250108T210000Z
DTSTAMP:20241121T005600Z
CREATED:20241120
LAST-MODIFIED:20241120
SUMMARY:Exit, Succession Planning, and Employee Ownership Options
DESCRIPTION:\nGain essential insights on transitioning your business with confidence.\n\n\n\nThis four-week series covers exit options, valuation basics, and expert advice to prepare you for a smooth exit. Whether you’re planning to sell, pass down, or restructure, this program will provide the guidance you need to make informed decisions for a successful transition.\n\n\n\nWeek 1: Wednesday January 8th- 12pm-1pm\n\n\n\nWhere to Start?\n\n\n\nHave you thought about exiting your business, but are not sure where to start? Do you want to sell to an outside buyer, pass the business on to a family member, or sell to your employees? Understand the different options to exit, how potential buyers assess business attractiveness, the resources to support you, and questions to ask yourself as you consider the next steps.\n\n\n\nWeek 2: Wednesday January 15th – 12pm-1pm\n\n\n\nWhat’s my business worth?\n\n\n\nUnderstanding the true value of a business is crucial. In this session, you’ll learn high-level information about business valuation. We’ll explore the fundamental approaches to business valuation, including asset-based, income-based, and market-based methods.\n\n\n\nWeek 3: Wednesday January 22nd- 12pm-1pm\n\n\n\nWhat are the types of employee ownership?\n\n\n\nIn this session, we will delve deeper into each of the three types of employee ownership, discussing their benefits, drawbacks, and best practices for implementation.\n\n\n\n\nEmployee Stock Ownership Plans (ESOPs)\n\n\n\nEmployee Ownership Trusts (EOTs)\n\n\n\nWorker Cooperatives\n\n\n\n\nWeek 4: Wednesday January 29th- 12pm-1pm\n\n\n\nWho are the experts?\n\n\n\nA panel of experts, including a wealth advisor, CPA, attorney, and banker, will address your burning questions about succession planning.\n\n\n\nKey Considerations for Succession Planning\n\n\n\n\nTax implication\n\n\n\nLegal and regulatory issues\n\n\n\nFinancial strategies\n\n\n\nRisk management\n\n\n\n\n\n
URL:https://ociesmallbusiness.org/events/exit-succession-planning-and-employee-ownership-options/
ORGANIZER;CN=:MAILTO:
CATEGORIES:Finance
LOCATION:Webinar
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