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WHO (AND WHEN) TO CALL FOR ADVICE

Explore all the various types of advisors when planning an exit. Find out who holds value and when to call them for advice.

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STRATEGIES FOR SUCCESSION

Whether a full exit or partial sale, business owners and their leadership should understand the four most common transition strategies, benefits and pitfalls.

“Finding the right buyer requires due diligence, including confidentiality agreements and financial records, but it also demands discretion. If you waste time, or disclose confidential information, you risk devaluing the business.”

Jack Sagherian, Executive Vice President, Managing Director & Head of Distribution, Loan Syndications and Capital Markets
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STAKEHOLDERS IN YOUR SUCCESSION JOURNEY

Your business touches the lives of many people — possibly more than you can think of. Use this tool to create your comprehensive list of stakeholders.

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