Determine what a business is worth and how being an owner with control vs. an owner without control impacts value

Identify transition options, including planning for the outright sale of the business, structuring internal transfers to critical employees and analyzing the pros and cons of transfers to family members

Recognize tax issues associated with different transition options

Identify how to start the planning process early and tools to make the process more effective, including developing or modifying buy/sell agreements and other business operating agreements