Breakout Session 2: The Business Owner’s Journey: Experiences Shared and Lessons Learned

Giving up company ownership can be the largest and most important step in a business owner’s career and many successful entrepreneurs are not well prepared to take it. In this break-out, the panel will delve into former business owners’ journeys, providing insights and strategies for the challenges business owners face when deciding what the next step is for their business, whether that means selling the company or transferring it to the next generation. This panel will feature the recently released Columbia Business School and U.S. Trust commissioned white paper: The Owner’s Journey. In addition, panelists will discuss the various personal planning techniques to consider when embarking on a sale of your business, how to prepare for it, along with potential pitfalls.