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Getting Ready for a New Owner: How to Prepare Your Company to Thrive While You Work on Your Exit

Monday, April 14, 2025
1:00 PM - 4:00 PM MST
Location: 254
CE: 3
CE Type: CPE, SHRM
If you see the possibility of employee ownership in your company’s future, there are time-tested tools to make the transition work as well as possible. Advisors with experience across many companies will help you get started with a systematic review of your personal goals – both financial and quality of life – and with concrete steps to make your company sustainable as you step back. This includes everything from upgrading your compensation, financial, and governance systems to strengthening the management team that will step up after you. A former owner will share a real-life story, and the NCEO will talk about how that preparation work fits with the range of options for employee ownership.

Learning Objectives:

  1. Understand the considerations and best practices to personally prepare for a business transition
  2. Explore strategies and systems for readying the business for employee ownership or other ownership transition
  3. Understand the various paths to employee ownership available