Exit, Succession Planning, and Employee Ownership Options

Exit, Succession Planning, and Employee Ownership Options

This three-week series covers exit options, valuation basics, and expert advice to prepare you for a smooth exit.

By Orange County Inland Empire SBDC

Date and time

Location

Online

About this event

  • Event lasts 14 days 1 hour

This three-week series covers exit options, valuation basics, and expert advice to prepare you for a smooth exit. Whether you're planning to sell, pass down, or restructure, this program will provide the guidance you need to make informed decisions for a successful transition.

Week 1: Wednesday, September 10, Noon – 1 p.m.

Beginning the Exit Process

Have you thought about exiting your business, but are not sure where to start? This session will guide you through the early stages of exit planning. We'll cover the key exit strategies—whether selling to an outside buyer, passing the business to family, or transitioning to employees—and provide tools, resources, and important questions to help you begin charting your path forward.

Week 2: Wednesday, September 17, Noon – 1 p.m.

Understanding Types of Employee Ownership

Explore the various forms of employee ownership and how they can serve as succession strategies. This session will introduce you to the basics of Employee Stock Ownership Plans (ESOPs), Employee Ownership Trusts (EOTs), and Worker Cooperatives, including their structures, benefits, and considerations for implementation.

Week 3: Wednesday, September 24, Noon – 1 p.m.

Determining Your Business Value

Understanding what your business is worth is essential to a successful transition. In this session, we’ll dive into the core valuation methods—asset-based, income-based, and market-based—and discuss how buyers view business value, along with steps you can take to improve valuation readiness.

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Orange County Inland Empire SBDC

The Orange County Inland Empire SBDC Network is funded in part though a cooperative agreement with the U.S. Small Business Administration and California State University Fullerton and extended to the public on a non-discriminatory basis. SBA, Governor’s Office of Business and Economic Development, and California State University, Fullerton cannot endorse any view, product, opinions or services of any external parties or activities.

The Orange County Inland Empire SBDC Network is funded in part through a Grant with the Governor’s Office of Business and Economic Development. All opinions, conclusions, and/or recommendations expressed herein are those of the author(s) and do not necessarily reflect the views of the Governor’s Office of Business and Economic Development.

*Disability: Reasonable accommodations for persons with disabilities will be made if requested at least two weeks in advance. Please contact Katrina Smith at kmpayne@fullerton.edu or 800-616-7232.

*Refund and cancellations: You must give our office 48 hours notice of any changes or cancellations.

If the cancellations or change is not done 48 hours before the event, a full registration fee will be charged.

Our 48-HOUR RULE is Strictly Enforced!

FreeSep 10 · 12:00 PM PDT