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Succession Ready: Business Succession and Exit Planning for Independent Grocers
Succession and exit planning session which addresses advance planning, coordinated transaction workstreams, adviser roles and transition alternatives ranging from family transfers to management, ESOP, strategic and private equity transactions. Baker Tilly's succession framework enhances readiness, financial clarity, leadership operational depth, structural positioning and stakeholder alignment which is tailored to the needs of independent and multigenerational grocery businesses.
- Assessing succession readiness and establishing the transition runway.
- Building a more valuable and transferable grocery business.
- Creating governance and leadership continuity across generations.
- Comparing family, internal and third-party transition alternatives.
- Moving from succession intent to an executable plan.
Sponsored by Baker Tilly.
Speakers
