Ownership transition Guide

When buying or selling a business, a successful ownership transition is essential to preserving the seller’s legacy and setting the buyer up to thrive. This guide will cover how to plan and execute an ownership transition. 

Ownership Transition Guide

What's Inside This Guide

  • Finding buyers and sellers: After proper preparation, it’s time to connect with a buyer or seller.
  • Due diligence: The buyer should continue the initial assessment with thorough due diligence.
  • Transition Plan: You’ve made it through due diligence, but you’re not out of the woods yet.