Succession Planning Toolkit
Project Equity
Worksheet / tool · 1-2 hour read, plus planning time · For: Owners / executives
A practical starter kit for owners thinking about succession. It sets employee ownership beside the usual exits, lays out a five-step preparation checklist and a sale timeline, and explains how employees can afford to buy. Free, delivered by email after a sign-up form.
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Problems it helps with
- I want to retire in a few years and don't know who will buy the business
- I've heard of selling to employees but have no idea how it's financed
- My leadership team keeps asking what happens to them after I leave
- I don't know how long a sale like this takes or where to start
What it covers
- Employee ownership compared with a third-party sale or liquidation
- A five-step checklist for getting the business ready
- The phases and timeline of selling a business
- How employee ownership transitions are usually financed
- Answers to common questions from owners and managers
Topics: Hiring, firing and transitions · Ownership models · Strategy