Ownership Transition Planning & Building Shareholder Value

  • Thursday, September 21, 2017
    1:00 pm – 2:30 pm

    PDH

    1.5

    Session Information:

    This session will help attendees understand business valuation and its relationship to ownership transition. The focus will be from the perspective of an industry firm appraiser showing attendees how to increase the attractiveness of their firms and how to maximize shareholder value. We will discuss the financial aspects of ownership transition plans and the various tools to be implemented to create such a transition. We will cover aspects of internal ownership transition, pitfalls to avoid when transitioning stock internally, shareholder agreements, and the use of Employee Stock Ownership Plans (ESOPs) as an alternative for internal ownership transition.