We spend a lot of time focused on outright sales to a 3rd party. But when it comes down to it many owners would prefer to “keep it in the family” – either in a literal sense or with existing employees. But those types of successions can be notoriously difficult. Issues range from under-capitalized buyers to buyers lacking the “entrepreneurial spirit” to truly be an owner.

So how to get the deal done? In this session will be discussing options ranging from deferred comp strategies, insurance plays, as well as the nuts and bolts of when to start the conversion regarding the possibility of a succession.