Many business owners wait to plan their exit until a decision becomes urgent, which can limit their options and put the value they have built at risk. Early planning allows owners to protect business value, improve readiness for a transaction, and maintain greater control over when and how the transition happens. This webinar is intended for owners of closely held and family-owned businesses, founders considering retirement or stepping back, and owners weighing a third-party sale or an internal transition to family, management, employees, or co-owners.
Woods Aitken attorneys will outline a practical framework for succession and exit planning, beginning with clarifying the owner's goals and understanding the drivers of business value. Topics will include reviewing the company’s legal and organizational structure, comparing internal and third-party exit options, preparing for buyer due diligence, planning internal transfers, developing effective buy-sell and transfer provisions, and assembling the appropriate advisory team. Whether the preferred outcome is a strategic sale, private-equity transaction, or internal transition, the session will help owners identify the legal and transactional steps needed to prepare the business and preserve their options.
This one-hour program is complimentary; however, registration is required.
Tuesday, October 27, 2026
12 p.m. MST / 1 p.m. CST