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Business Succession Training
​June 25, 2019

Business Succession Materials

​Businesses are an integral part of our daily lives. They are pathways to economic mobility and the backbone of our local economies through the jobs, services, and goods they offer.

Ensuring business owners have the tools and resources to exit is critical, and could be a great vehicle for economic development. Which is why succession planning is critical, especially with the number of baby boomers getting ready to exit the business market.

​These materials were part of a training in Santa Cruz County to provide a foundation for Business Succession. The training was made possible thanks to the support from Santa Cruz Workforce Development Board. 
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Handouts

SCCV Business Conversion to Employee Ownership Guide
File Size: 194 kb
File Type: pdf
Download File

SCCV Local Capital Vehicle
File Size: 602 kb
File Type: pdf
Download File

SCCV and Project Equity Central Coast Small Business Crisis
File Size: 292 kb
File Type: pdf
Download File

Central Coast Small Business Crisis (Interactive Webpage)
Project Equity Exit Strategy: Employee Ownership Option Myths
File Size: 395 kb
File Type: pdf
Download File

Concern Capital Selling Your Business: You may already know the best buyer
File Size: 204 kb
File Type: pdf
Download File

Concerned Capital Early Warning Checklist
File Size: 600 kb
File Type: pdf
Download File

*Steel Valley Authority Full Publication to Early Warning Checklist

Presentations

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