Transition Planning: How to Help Companies Plan for Effective Transition

Session Date: 
Nov 14, 2017 - 11:25am12:40pm

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With baby boomers looking to retire in record numbers, the number of business that will transition over the next decade will be high. As appraisers, we are in a position to assist these business owners in meeting their business transition needs through planning, providing different transition options, valuation analysis, and cash flow implications.

  • Understand market conditions that will drive demand for transition planning
  • Assess timing for an optimal transition plan
  • Define the key steps in a transition plan
  • Define Options for business owners that are looking to transition
  • Understand how business appraisers can work with other business advisors to assist with transition planning
  • Understand how to work with business owners to define the best option for the client

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