Preparing for What’s Next: Business Transition Planning
September 1, 2026Business owners face important decisions when planning for the future of their companies. Whether planning to pass a business to family, sell to a third party, or explore an employee ownership strategy, having a transition plan is key. Join Forvis Mazars Private Client to explore transition and exit planning strategies, evaluate your options, and learn more about how thoughtful exit planning can help you prepare for what’s next.
Learning Objectives
Upon completion of this program, participants should be able to:
- Describe common exit strategy options, such as family succession, third-party sales, employee stock ownership plans, and management buyouts.
- Identify the key components of an effective business transition and exit plan, including succession planning, valuation considerations, governance, and continuity strategies.
- Recognize the importance of integrating personal wealth, estate, and legacy planning into the exit planning process to help preserve family wealth, support philanthropic objectives, and achieve long-term financial goals.
- Discuss how a coordinated team of tax, legal, valuation, transaction, and wealth advisors can help improve outcomes before, during, and after a business transition event.
Forvis Mazars Private Client services may include investment advisory services provided by Forvis Mazars Wealth Advisors, LLC, an SEC-registered investment adviser, and/or accounting, tax, and related solutions provided by Forvis Mazars, LLP. The information contained herein should not be considered investment advice to you, nor an offer to buy or sell any securities or financial instruments. The services, or investment strategies mentioned herein, may not be available to, or suitable, for you. Consult a financial advisor or tax professional before implementing any investment, tax or other strategy mentioned herein. The information herein is believed to be accurate as of the time it is presented and it may become inaccurate or outdated with the passage of time. Past performance does not guarantee future performance. All investments may lose money.
Presenters
