Ownership Transition Resources

Feel free to review these resources prior to your seminar

As part of the Ownership Transition: Expanding Your Options seminar, VFG is pleased to provide these unique resources.

While none of these resources are required reading for the seminar, they provide helpful information that will not be covered during the day, given time constraints and the choice to prioritize the interactive Q&A portion with the panel. Also, perusing the materials in advance may help you identify particular questions you'd like to pose.

First is a Business Valuation Guide, created for this event by John Murphy of Atlantic Management Company. This primer will help business owners understand the process when answering that all important question: "What is my business worth?"

Complete with a checklist of important "to-do's" and a case study that walks you through the process step by step, this primer is an essential tool in running your business today, regardless of when you plan to transition ownership.

Business Valuation Guide
Business Valuation Questionnaire
Business Valuation Case Study

Also, Vested for Growth has reached out to several business owners that have each led an ownership transition in their own business. These former owners have each compiled a list of attorneys, accountants, consultants, reading materials, and other information that local business owners found particularly effective during their transition. This list is free to you and is available here.

For those of you who would like an overview of the four basic ownership transition models (Family Sale, 3rd Party Sale, Management Buyout, ESOP), VFG is happy to provide this slide presentation. While not the content nor presentation style you will receive during the day, this document outlines the traditional models of ownership transition and may help orient you to your future options.