
Beginning the Exit Process
This session will cover the key exit strategies—selling to an outside buyer, passing the business to family, or transitioning to employees—and provide tools & resources to help you begin charting your path forward.

This session will cover the key exit strategies—selling to an outside buyer, passing the business to family, or transitioning to employees—and provide tools & resources to help you begin charting your path forward.

This session will introduce you to the basics of Employee Stock Ownership Plans (ESOPs), Employee Ownership Trusts (EOTs), and Worker Cooperatives, including their structures, benefits, and considerations for implementation.

In this session, we’ll dive into the core valuation methods—asset-based, income-based, and market-based—and discuss how buyers view business value, along with steps you can take to improve valuation readiness.