Name: Exit, Succession Planning, and Employee Ownership Options (In-Person)
Start: 2026-05-06T10:00:00-07:00
End: 2026-05-06T11:30:00-07:00
Location: 455 Market St ste 600

Exit, Succession Planning, and Employee Ownership Options (In-Person)

Thinking about retirement? Planning your next venture? It’s never too early to prepare your succession plan.
About this Event

The workshop is a collaboration between Project Equity and San Francisco Small Business Development Center.

In this panel discussion, we'll cover key considerations for small business owners looking to navigate the succession planning process with confidence.

We will discuss succession planing broadly, and learn about how employee ownership can preserve your legacy and secure a fair market value while benefiting your workers and your community.

The panel will feature subject matter experts in both general and employee ownership succession planning, as well as worker owners from two local small businesses.

Whether you’re actively preparing for succession or simply exploring your options, this session will help you evaluate your next steps for the future of your business.