Webinar Replay: How to Successfully Transition Your Business to Family or Key Employees

When it comes to internal transition planning or succession planning, we get it – there are dozens of questions and every answer seems to lead down a different path.

When is the right time to start planning for your exit? 

How will your buyers finance the purchase? 

What should you even set as the valuation? 

What are the tax implications? 

Join Ellerbrock-Norris CEO Andy Bassett and Ellerbrock-Norris Wealth Strategies' Ben Woods to explore the seven steps to a successful internal transition. Whether you're selling to family or current employees, the best time to start planning is 10 years in advance. 

This webinar will help you think through your path forward, consider who should be on "your team" in the process, and the next steps to get your buyer prepared. 

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