Business owners face important decisions when planning for the future of their companies. Whether planning to pass a business to family, sell to a third party, or explore an employee ownership strategy, having a transition plan is key.
Join Forvis Mazars to explore transition and exit planning strategies, evaluate your options, and learn more about how thoughtful exit planning can help you prepare for what’s next.
Learning Objectives
Upon completion of this program, participants will be able to:
- Describe common exit strategy options, such as family succession, third-party sales, employee stock ownership plans, and management buyouts.
- Identify the key components of an effective business transition and exit plan, including succession planning, valuation considerations, governance, and continuity strategies.
- Recognize the importance of integrating personal wealth, estate, and legacy planning into the exit planning process to help preserve family wealth, support philanthropic objectives, and achieve long-term financial goals.
- Discuss how a coordinated team of tax, legal, valuation, transaction, and wealth advisors can help improve outcomes before, during, and after a business transition event.
Do Participants Receive CPE Credit?
Participants may be eligible for up to one credit in the Taxes field of study, which may be awarded upon verification of participant attendance during the live broadcast.
Who Should Attend This Seminar?
Owners and founders of privately held businesses, family-owned business leaders, business owners approaching retirement, and advisors to business owners, such as attorneys, CPAs, bankers, and wealth advisors.
How Do I Register?
Learn more and register here.
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