Three Things to Consider Before You Sell, and How to Create an Effective Succession Plan

Presented by ITR CEO Brian Beaulieu and ButcherJoseph & Co. Managing Partner Keith Butcher

October 22, 2021 at 1:00 p.m. ET

With Brian Beaulieu, we will examine three areas every potential seller should consider before exiting the ownership role. There are areas where you should be concerned, and areas where action is needed.

With Keith Butcher, we will move on to examine the impact of recent economic shifts on the M&A landscape. Coming out of a pandemic, everything business owners thought they knew about selling a business is now in flux. Couple that with pending capital gains tax increases, and owners are feeling tremendous pressure to sell sooner than later. Before making one of the most important decisions of your life, know all your options and who you can talk to for advice.

Values Provided

Get clear, actionable view of the business environment through the next 12 months.
Many owners of firms are wondering if they should sell now in today’s lower capital gains tax environment. We will work to answer that question.
Understand how to create a succession plan that meets your needs.
Gain a clear view into all your exit options.

Questions to Be Answered

What can I expect in the way of inflation over the next few years?
What will interest rates look like over the next few years?
How can I determine what my best options are for selling my company to ensure the results match my desired outcomes?
Is it better to sell now or later, and what are the ramifications for each?

Upcoming Complimentary Webinar

with ITR Economics & ButcherJoseph & Co.

Three Things to Consider Before You Sell, and How to Create an Effective Succession Plan

Presented by ITR CEO Brian Beaulieu and ButcherJoseph & Co. Managing Partner Keith Butcher

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