Ownership Transition Alternatives

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On-Demand

Access expires 90 days after purchase

Credit Offered

1 PDH Credit

All businesses require transition of ownership and a proactive transition plan will ensure a successful outcome. How do you determine which path is right for you? For an owner of an engineering firm, few questions require as much soul-searching as the issue of whom to transition ownership to when it’s time for you to retire. But in order to ensure your business will continue to thrive, you need to know your ownership transition alternatives and plan an exit strategy.

Learning Objectives:

Understand the ownership transition alternatives are available
Review the process of transition and what to expect
Learn how to start preparing the business for a transition for the most successful outcome

Presenter: Michael McGinley, ASA, CVA, Managing Director and Henry Ventura, CFA, ASA, Director, Prairie Capital Advisors, Inc.