This session addresses owner and/or senior management transition strategy and eventual change of ownership. We’ll discuss how to position the business for owner departure, balance sheet improvement, financing considerations, methods available for change of ownership, options for continued owner participation, how and when to disclose information, engaging professional help, and others.

Learning Objectives
  • Understand five dangerous myths of business valuation
  • The owners’ role in leadership/ownership transition and beyond
  • Criteria for building a realistic and acceptable exit strategy
Bill Sharer  Bill Sharer, MBA, CTS, Partner, Navigate Management Consulting
 Brad Malone Brad Malone, MA, PMP, Partner, Navigate Management Consulting
 David McNutt David McNutt, MBA, MS, Partner, Navigate Management Consulting


View Recorded Webinar

RU credit is only given if you attended the live webinar.