Cash Out Or Partner Up? Finding The Right Liquidity Strategy

You’ve spent years building your business—now how do you turn that hard work into liquidity? Should you consider a management buyout, bring in strategic investors, or explore private equity? What role could an Employee Ownership Trust (EOT) play in your exit strategy? In this session, a panel of experts will break down the pros and cons of different liquidity options based on business size and goals. Learn how to evaluate potential buyers, structure deals, and take some chips off the table while securing your company’s future.

Key Takeaways:

• Understand different types of buyers, from strategic investors to private equity.
• Explore management buyouts and EOTs as paths to liquidity.
• Learn the risks and rewards of recapitalization strategies.
• Gain insights on structuring deals to meet your financial and legacy goals.