Business Transition

Transition

Understanding
OPPORTUNITY.

Business valuations and succession planning ensure the longevity and stability of a company. Without a plan, the business owners, employees, and community can be negatively impacted.

Together, with the Iowa Center for Employee Ownership, we are able
to offer expert guidance, education, and resources that safeguard the continuation of the business. We help businesses by providing support, resources, and assistance to implement effective, sustainable strategies.

LET'S START A CONVERSATION ABOUT

Business & TRANSITION.

What plans do you have for succession or ownership transfer within your company?

How are you preparing for leadership changes or organizational shifts?

Have you considered the impact of industry trends and disruptive technologies on your business model during transitions?

Get answers to these questions by reaching out to our knowledgeable staff.

Our Services

Empowering Businesses with Transition Solutions

At little to no cost, our team of experts assists businesses and their owners with their business transition needs. Whether you're evaluating your company’s value, planning for succession, considering ownership transition, or exploring employee ownership, our services support every stage of the transition.

Business Valuation

Obtain a current fair market value estimate of your company to help you make well-informed decisions about ownership transition.

Business Driver Assessment

Identify the key factors influencing your company’s growth, profitability, and sustainability to strengthen operations and prepare for future transitions.

Business Continuity Consultation

Ensure your business can withstand disruptions by developing strategies to maintain operations and safeguard long-term stability.

Succession Planning Consultation

Learn about strategies to consider to develop a seamless business transition plan while preserving your company’s legacy and financial health.

Employee Ownership Consultation

Explore employee ownership options with expert guidance tailored to your business’s unique needs and long-term goals.

ESOP Pre-feasibility Study

High-level analysis of company financials to evaluate the potential net benefits of pursuing an ESOP to give direction before engaging a feasibility study consultant.

Advisors’ Edge Training Seminars

Unlocking Employee
Ownership for Your Clients

Discover how employee ownership can be a transformative exit strategy for your clients. Advisors’ Edge: Unlocking Employee Ownership for Your Clients is a free training program for CPAs, financial planners, and attorneys, brought to you in collaboration with the Employee Ownership Expansion Network (EOX) and Project Equity. This course equips trusted advisors with the tools and insights needed to guide their clients through the transition to employee ownership.

Attendees will:

Enhance their professional expertise while learning:

The fundamentals of employee ownership structures
The financial and tax benefits of employee ownership
Best practices for supporting business owners considering employee ownership as an exit strategy

Earn CE credit:

1 hour from NASBA
1 hour from CFP
1 hour from EPI-CEPA and/or
1 hour from BEI

Plant the Seed!

Empower your clients to build enduring legacies, retain jobs in their communities, and unlock new possibilities for their businesses—all while elevating your practice with actionable, accredited knowledge.

Register now to secure your spot and join the movement toward building stronger businesses and communities through employee ownership!

Find out more