Tue, May 16, 2023 1:00 PM - 2:00 PM CDT
Succession Play Book: Key Strategies to Defining Your Legacy, The Right Way!
What is a succession planning risk owners lose track of? Time!! Our Transaction Services Group brings a different aspect and perspective to bear in the transaction process, providing an integrated services approach to client service and product delivery. We do not believe that “one size fits all”; as each transaction is distinct. We offer services tailored for each transaction and seek opportunities for our staffing clients to maximize their return on investment, while minimizing risks. This session will guide owners through four different options that are available when exiting their business.
1. Transfer to family – Family Estate/Succession
2. Transfer to management – MBO
3. Transfer to employee – ESOP
4. Sell Out Right – Third Party Sale
Learning objectives:
• I know the day is coming to make the biggest decision of my life, but I don’t know the best path forward. Can you help?
• When is the right time to exit my business?
• How do I go about transitioning my business to family or key management? What are my options?
• What are my options if I decide to sell to a third party?
UHY presenter: Jerry Grady, Managing Director, UHY

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