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Ownership Transition

harmony and balanceIntegrating shareholder objectives with the key factors in the business landscape is critical to a successful exit strategy.

Business owners must account for the financial, tax and legal issues as well as estate and personal planning and valuation to produce a realistically achievable plan.

This topic may take many forms, as in the presentation I made, “Planning for the Future: What do we do now?“, for Moss Adams, LLP: Wine Industry Roundtable, or “Exit Strategies for Privately Owned Businesses” at the Sonoma State University: Entrepreneurship Boot Camp.


» Book Lary to Speak

I have spoken about this topic at…
  • Exchange Bank, Santa Rosa, California
  • First Community Bank, Santa Rosa, California
  • Tri-Valley Estate Planning Council, Blackhawk Museum, Danville, California
  • Moss Adams, LLP: Wine Industry Roundtable
  • Private Presentations to many banks and law firms and their clients
  • Moss Adams, LLP: Manufacturing & Distribution Group
  • Sonoma State University: Entrepreneurship Boot Camp


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