Monday, June 01, 2015

The Owner's Journey: How to Sell or Transfer a Company

At some point in a business owner's lifetime they wonder what they should do with their business -- sell it or transfer it, for example. Entrepreneur in Residence at Columbia Business School Barbara Roberts (pictured) has created a Whitepaper, "The Owner’s Journey: Experiences shared and lessons learned from entrepreneurs who successfully sold or transferred their business to family members."  It's all you need to execute a finely tuned exit at your business.

Barbara says:
"There has been significant sale and employee and family ownership transfer activity in the private company space over the last few years as baby boomers head into retirement.  However,  many successful entrepreneurs do not know all of their options for sale and transfer and are not well-prepared to give up ownership of their companies."
Commissioned by U.S. Trust as a Columbia Business School Whitepaper, the paper follows eight successful entrepreneurs who nurtured and grew their businesses and then grappled with the challenges of sale or transfer to family members.

The 44-page Whitepaper can be accessed free here.

Snapshot of Barbara's background:  Barbara is trained in facilitation and mediation, and certified in coaching by the Hudson Institute of Santa Barbara.  She works with CEOs and owners of venture-backed and family-owned private companies as a board member and coach/consultant in all stages of entrepreneurship from startup through sale, and works with families on succession planning.  She also chairs peer learning groups at TIGER 21 and the Women Presidents’ Organization and runs succession planning workshops for the NYC Economic Development Corp. and New York Public Library.

Barbara is available to answer any questions you might have about the report and welcomes private consulting/coaching and speaking opportunities on growing a business.  She can be reached via email at BR.

You might also be interested in a previous Whitepaper she wrote, "Life After An Exit:  How Entrepreneurs Transition to the Next Stage after a Sale."  We posted about it here on March 7, 2011.

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