The baby boomer exit wave is creating a major transition for owners of privately held businesses. In this conversation, Brandon Hatton and Andrew Olsen discuss business exit planning and why a successful transition takes more than setting a sale price. Owners also need to consider succession options and how an exit may affect family wealth, employees, and the company’s legacy.

If a business exit may be five to ten years away, starting early can give you time to understand your options and decide what you want to carry forward. Read our business exit planning guide for common transition paths. For one employee ownership option, explore What If Your Employees Became the Buyer?.

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