Founder & Owner Managed Businesses

Founder & Owner Managed Business Considerations

Founders and owners often face a crossroads at the intersection of ownership transition and management succession:

• finding a qualified buyer for the business;

• educating themselves on the sale process;

• identifying and training a successor;

• retiring immediately to pursue other opportunities or passions;

• staying involved but only in areas that provide a lot of energy;

• receiving cash at closing to secure retirement;

• retaining a small ownership position to get a “second bite at the apple”.