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Exit Planning Webinar: Preparing Your Business for a Sale to an Insider

Event Date March 14, 2018
Event Time 8:30AM - 9:00AM CST
Event Location
  • Online

Plan Ahead for A Successful Business Transition

Logically every business owner knows they will eventually need an exit plan. But surveys indicate most business owners are not prepared. Have you calculated how much money you need from the sale or transfer of your business? And more importantly, is your business worth what you need?

SVA’s Exit Planning Webinar Series will help you sell or transfer your business – when you want, for the money you need, to the person you choose.


Exit Planning: Preparing Your Business for a Sale to an Insider

If you are contemplating transferring your business to children, employees or a co-owner, you will need to assess the intended successors. Are they capable, do they understand the risks and can they afford to buy you out?

Cash flow often determines the sale price to insiders, and insider transfers are risky because the successors often do not have the funds needed. Careful tax planning is also required as cash flow could be taxed twice. 

Our experts will discuss:

  • Benefits and challenges to an insider sale
  • The role of EBITDA and cash flow in the sale
  • Gifting stock to a business active child
  • Why an ESOP might be the right choice


Nicole Gralapp, CPA
SVA Certified Public

Nancy Mehlberg, CVB
SVA Certified Public

Each business will receive a Customized Exit Planning Assessment after taking the quick online exit planning assessment questionnaire. 

Also join us for our other exit planning webinars:
January 16, 2018 - Exit Planning: Building Business Value Is The First Step
February 13, 2018 - Exit Planning: Preparing Your Business for a Third-Party Sale

If you are unable to attend our webinar series, visit SVAaccountants.com/Exit for more information.