October 2021
Three Things to Consider Before You Sell and How to Create an Effective Succession Plan
Brian Beaulieu, CEO, ITR Economics and Keith Butcher, Managing Partner, ButcherJoseph co-hosted a webinar that examined three areas every potential seller should consider before exiting the ownership role. They discussed the impact of recent economic shifts on the M&A landscape, provided an active view of the business environment over the next 36 months, discussed the impact of proposed capital gains tax increases on business owners, and provided insights into how to effectively prepare for a sale.
Other key topics covered included:
- What you can expect in the way of inflation over the next few years
- A view into what will interest rates look like over the next few years
- Understanding if it’s better to sell now or later, and the ramifications for each
- How to create a succession plan
- Understanding all your exit options