EO Advantage: Unlocking Employee Ownership for Your Clients

$25.00

Over half of all U.S. business owners are 55 or older, and the looming “Silver Tsunami” of retirements is expected to impact nearly 2.9 million businesses. Yet selling a business is no easy feat – only 20% find a buyer, and less than 30% transition to the next generation. That leaves over half of these businesses at risk of closure. Employee ownership offers a compelling alternative – one that checks key boxes for exiting owners, including liquidity, legacy, and fair valuation, while preserving local jobs and community-rooted businesses.

While the Silver Tsunami presents real risks to business continuity, it also creates opportunity. This session will equip exit planners and business advisors with insights into employee ownership as a practical, profitable succession strategy – and a way to stand out in a competitive advisory landscape.

(Purchase of this product will include a Video recording, an Audio recording, and a PDF of the Presentation.)

Presented by Zarin Kresge and Stacey Smith

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Description

Over half of all U.S. business owners are 55 or older, and the looming “Silver Tsunami” of retirements is expected to impact nearly 2.9 million businesses. Yet selling a business is no easy feat – only 20% find a buyer, and less than 30% transition to the next generation. That leaves over half of these businesses at risk of closure. Employee ownership offers a compelling alternative – one that checks key boxes for exiting owners, including liquidity, legacy, and fair valuation, while preserving local jobs and community-rooted businesses.

While the Silver Tsunami presents real risks to business continuity, it also creates opportunity. This session will equip exit planners and business advisors with insights into employee ownership as a practical, profitable succession strategy – and a way to stand out in a competitive advisory landscape.

(Purchase of this product will include a Video recording, an Audio recording, and a PDF of the Presentation.)

Presented by Zarin Kresge and Stacey Smith