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Transition/Conclusion
Transition/Conclusion
Explore the topics relating to transitioning out of your business.
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Dividing the Company
What If? An Introduction
Dividing The Company - Value
Dividing The Company - Real Estate & Inventory
Dividing The Company - Process
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Should I Sell?
Independent & Informed Decisions
Seller Financing to Retire
What is your Business - Business Strengths & Competition
Importance of Planning
What is your Business - Painting the Pig
Business Bigger Than Me
Needs Analysis - Can I Retire?
Retirement Planning
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Preparing Business for Sale
Prep for Sale Part 1
Prep for Sale Part 2
The Value of a Pitch Book
Process for Selling
Options for Sale - ESOP
Financing a Grocery Acquisition - Banks...
Structuring the Deal
Valuation Process
Valuation - ACID Test
Valuation - EBITDA
Value of Business & Retirement Needs
EBITDA Discussion With Carey Berger & David Carl
Wholesaler Role in Sale
Difficult Conversations
Value of Outside Help
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Preparation for Multi-Generational Ownership
Blood or Competency – An Overview
Blood or Competency – Larger Organization
Blood or Competency – Smaller Organization
Difficult Conversations
Getting the Next Generation Involved
Timing to Transition
Personality Types and Role in Succession Part 1
Personality Types and Role in Succession Part 2
Next Generation Support Part 1 - Why
Next Generation Support Part 2 - How
Too Small, Too Young
Path to Involvement - Working Outside the Family Business
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Do I Have A Successor In My Family?
Only One Business & One Child Involved
One Business With Multiple Children Involved
One Business & Multiple Kids Who Cannot Agree To Run It Together
One Business, Multiple Kids, But No One Wants To Be Involved
Can My Child Handle It?
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Who Will Take Over?
Personality Types and Role in Succession Part 1
Personality Types and Role in Succession Part 2
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Transferring to the Next Generation
Physics of Business Succession
Buying the Business as the Next Generation
One Business, Multiple Children
Trim the Tree - Who Is Involved?
Trim the Tree - Communication & Self Determination
Trim the Tree - Alternatives for those who are not involved ...trusts, alternative inheritance
Who, not what ...Knowing the questions to ask regarding next generation involvement
Impact of Health on Transition Options
Timing to Transition
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The Big Question - Retirement
Blood or Competency – An Overview
Blood or Competency – Larger Organization
Blood or Competency – Smaller Organization
Needs Analysis - Can I Retire?
Seller Financing to Retire
Value of Business & Retirement Needs
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I'm Retiring - Now What?
Importance of Planning
Retirement Planning
Next Generation Support Part 1 - Why
Next Generation Support Part 2 - How
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Life After Transition
Life After Transition - What is my job now?
How Will I Fill My Time Without My Business?
