Strategic Exit Planning for Small Business Owners

Ensuring a Successful Transition

Key steps for a smooth and effective business exit, necessary if you are:

• Selling to a Third Party.
• Planning a Family Succession: Passing the business to children or family members.
• Considering a Management/Employee Buyout (MBO/ESOP)
• Doing an Orderly Liquidation: Closing the business and selling off assets, typically a last resort.

Agenda Overview:

• Introduction to Exit Planning
• Assessing Business Value and Readiness
• Choosing the Right Exit Strategy
• Legal, Financial, and Tax Considerations
• Implementing the Exit Plan and Post-Transition Steps

Presenter: Juan Carlos Correa

LVCC – De La Mano – Business Consultant

De La Mano – Free Advisory