Should I Stay or Should I Go: Exit Planning for both Private & Corporate Markets

Sometimes knowing when to let go is one of the hardest decisions a practice owner can make. It is a decision and process that takes time and planning and ideally should not be rushed. 

Together, we will discuss the various ways to try and ensure you exit on your own timeline, rather than someone else’s.

• To understand that setting up a succession plan can take multiple iterations, so having multiple plans is essential
• What does a successful succession plan look like? How far out do we start?
• What does a potential deal structure look like to an inside buyer vs. an outside buyer?
• What resources are needed for a potential buyer to have a successful transition?