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Are you one of the millions of baby boomer business owners who need to transition the ownership of their companies to others but are not sure how it can be done?

This is the story of an absentee business owner, Joe, who started his latest business venture to reward his long-term manager, Jean, for her 20 years of dedication and service. 

In this case study, you will take away:

  • How Joe mimimized risk when transitioning his business to the buyer he wanted the business to go to
  • How Joe avoided selling his business to an outside buyer who didn't understand the business

With the help from BTA, Joe was able to sell his business to Jean in a timely manner that allowed Jean to comfortably purchase the business from Joe.

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