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Date: 10/1/2016
Sponsored by: Kramer


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