Exit, Succession Planning, and Employee Ownership Options

This three-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.

Week 1: Wednesday September 10th- 12pm-1pm

Beginning the Exit Process

Have you thought about exiting your business, but are not sure where to start? This session will guide you through the early stages of exit planning. We’ll cover the key exit strategies—whether selling to an outside buyer, passing the business to family, or transitioning to employees—and provide tools, resources, and important questions to help you begin charting your path forward.

Week 2: Wednesday September 17th – 12pm-1pm

Understanding Types of Employee Ownership

Explore the various forms of employee ownership and how they can serve as succession strategies. This session will introduce you to the basics of Employee Stock Ownership Plans (ESOPs), Employee Ownership Trusts (EOTs), and Worker Cooperatives, including their structures, benefits, and considerations for implementation.

Week 3: Wednesday September 24th- 12pm-1pm

Determining Your Business Value

Understanding what your business is worth is essential to a successful transition. In this session, we’ll dive into the core valuation methods—asset-based, income-based, and market-based—and discuss how buyers view business value, along with steps you can take to improve valuation readiness.