Boston Legacy Planning

Business Transition Planning 101

Business Transition Planning 101 is a two-hour exploration of the steps that must be taken for a business owner to achieve a smooth vertical exit from his or her business.  The information it provides is useful for individuals who are planning to buy or sell a business, as well as individuals who are starting a business.

As the title of the class suggests, the information taught is also useful for the continuation of the business, for the succession of ownership or control, or for any kind of business transition, including the death or disability of some of the owners.

One of the keys to establishing a new business is, as Steven Covey says, to “Begin with the End in Mind.”  This course lays the foundation for a successful transition out of a business, whether that will happen this year, or twenty years from now.  It explains our process model for exit planning.

Upcoming Business Transition Planning 101 classes can be found on the Class Calendar page.

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