Essential Transition Planning for Owners of Closely Held Businesses

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For owners of closely-held and family companies, the business likely represents most of their wealth and the family’s future and legacy. Understanding the fundamental value of the business and its potential exit valuation is key. The panel will discuss key valuation drivers, creation of a preliminary exit plan, including specific recommendations and proposed action items to increase the ultimate selling price, due diligence, sale process and types of acquirers, deal structures, as well as shareholder planning and business agreements to mitigate risk and impact to the company in case of an internal or external crisis. Speakers will also address questions from the audience.

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Expert Webcast is a sophisticated digital source of expertise for the professional and the business communities locally, nationally and cross-border. Producing the industry’s leading webcast panels covering corporate, M&A, restructuring and finance topics, Expert Webcast addresses timely and relevant issues faced by business owners, C-level executives, corporate advisers and institutional investors.