Exit planning   time is essential in the transfer to insiders   2017 02 13

Time Is Essential to the Transfer to Insiders


On the topic of transfer to insiders, we identify a number of elements that are part of the well-designed transfer to insiders. The first element we identify is the qualifier: Time.

We suggest that the first question an owner considering a transfer to insiders ask is: Am I willing to take time (typically 3-8 years) to execute and complete an insider transfer? If the answer is no, then this type of exit is off the table.

Transfers to insiders take time: time to plan and, most critically, time to implement. The good news is that in the typical case, the more time owners take to transfer the company, the less risk they incur and more money they receive from the new owners.

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