Owner Transition Plan

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by a searcher from University of California, Berkeley
in San Luis Obispo, CA, USA

3yrs ago

Owner Transition Plan

Hi all -

Does have a good sample Owner Transition Plan that they feel comfortable sharing? Or any suggestions/tips on structuring one?

I just closed and am currently putting together my plan with the seller over the next 3 months.

Thank you all!

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reply by a professional 2yrs ago
from University of Southern California in North Palm Beach, FL, USA

Be sure to confer with your lawyer and accountant about the kinds of issues they've seen go wrong for the kind and size of company you're going to acquire.. That kind of specificity is way more valuable than checklists that try to cover the kitchen sink of possibilities.

reply by an member 1yr ago
from Middlebury College in United States

Valuable. Same question