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An Inside Exit: Selling Your Business to Family, Managers, or Employees

April 29, 2021

Starting to think about ownership succession for your enterprise? For many business owners, the best option is to sell to folks already involved in the business such as family members, managers, or the broader group of employees.

The RDCs of Vermont, Vermont Small Business Development Center, Vermont Employee Ownership Center, VMEC, and the Vermont Agency of Commerce and Community Development will be hosting the webinar: “An Inside Exit: Selling Your Business to Family, Managers, or Employees” which will feature, our very own, John W. Davis, Certified Exit Planning Advisor (CEPA). This live webinar on May 19th is free, but space is limited, so register ASAP! To register, please click here. 

In this webinar, you will learn the basics of how to assess internal exit paths. Following an overview of general ownership succession principles and considerations and take a close look at three different ways of selling a business: to family members, to managers, or to the larger group of employees. Certified Exit Planning Advisor John Davis of Davis and Hodgdon CPAs will be the lead presenter, Lauren Bass of the Vermont Small Business Development Center will discuss the importance of planning for management succession, and Don Jamison from the Vermont Employee Ownership Center will present a segment on selling a company to its employees through an ESOP or cooperative.

The event is free, but space is limited, so please register ASAP!

Davis & Hodgdon Associates CPAs has been assisting individuals and businesses throughout Vermont and New England for more than 30 years so please reach out to us in Williston (802-536-1831) or Rutland (802.775.7132) to talk or schedule a meeting. You can also email us at info@dh-cpa.com.