Owner Transition Plan

searcher profile

June 22, 2023

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

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!

2
2
109
Replies
2
commentor profile
Reply by a professional
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.
commentor profile
Reply by an member
from Middlebury College in United States
Valuable. Same question
Join the discussion