PODCAST: PROACTIVELY TAKE CONTROL OF YOUR FUTURE EXIT

On today’s episode of #PoisedforExit, we interviewed my long-time colleague, Dyanne Ross Hanson. Dyanne is a CEPA like me and specializes in working with families looking to transfer to other family members or employees. She has a process that is worth learning!

Dyanne’s mission as an adviser is to monetize an owner’s investment in the business. She believes that owners looking to sell internally to family or employees should begin 5-7 years out. Most owners wait too long to begin the process and thereby reduce the number of options they have for a successful transition.  When internal successors are lacking capital to make the purchase of the business, Dyanne works with them to construct ways for them to buy in overtime. She uses investment products that allow the buyers to earn equity positions over time, which at a certain point makes them more bankable for financing.