Maximizing exit value by building and retaining your team

Eighty percent of business owners are not focused on maximizing value as they transition their business.

Instead, they are focused on the effect the transition will have on family members, key employees, customers, suppliers and their community. While keeping key personnel in mind is important, only 15 percent of business owners who plan to transition from their business have hired, trained and developed a plan for employees to take over key operating responsibilities.

We've developed a four-part webinar series help you tackle the most common questions and concerns related to succession planning. This third webinar will show why a focus on building and retaining your team is an important factor when planning for the future. With examples of real succession solutions such as shifting ownership to family or key employees, external sales and the use of ESOPs, you will gain useful inishgts to aide in your succession planning process.



  • Employees and their effect on a business transition, including value and preparation
  • The importance of leadership and key employees throughout the transition
  • How to identify, communicate and retain leadership and key employees


Materials Recording 


Meet our presenter
Heidi Bolger, CPA/ABV, CM&AA, CGMA 


Published in Succession Planning

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