Succession Planning
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Business Succession Planning: An Owner's Manual

With support from The Cleveland Foundation, we have published a new book on business succession planning Business Succession Planning: An Owners Manual. The book  provides business owners with basic information and worksheets that enable the development of an initial business succession plan. It is designed following a 5-step process that includes:

  • Defining goals and objectives, for your business and yourself (and family)
  • Determining how much your company is worth
  • Exploring available options for selling or transferring your business
  • Developing and implementing your succession plan
  • Developing a personal plan for the next stage of your life

Hardcopies can be purchased through this link.

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Selling Your Business To Your Employees: AN OVERVIEW OF EMPLOYEE OWNERSHIP MODELS & STRATEGIES

John Logue, Bill McIntyre, the staff of the Ohio Employee Ownership Center and the Cooperative Development Center at Kent State University have published this book with support from The Cleveland Foundation.
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If you are a business owner looking for an exit strategy that can provide you with:

  • Significant tax savings
  • Flexibility in how and when you exit the business
  • A chance to reward employees that helped you build the business
  • All while priming the company for future growth

then one of the employee ownership models may be the right fit for you.

This manual describes the common employee ownership strategies in non-technical, easy to understand language, and will help you to explore which option is right for you.

Hardcopies can be purchased through this link.
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Download Free E-Book

Succession Planning Videos

11 short videos on business succession planning and selling your company to your employees.
Featured topics include:

  • Financing Your ESOP
  • What Makes for a Successful Succession Plan?
  • 3 Questions Every Business Owner Needs to Address in Their Succession Plan
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Each video can be accessed through the links below.

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