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Exit Planning
- Day Zero Guide
- Aha Planner
The Grid

A California based company on a mission to grow the wealth of everyday Americans. Zolidar is the easy button for employee ownership.

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Can I include my family in an EO sale? - The Grid Answers

Can I include my family in an EO sale?

Published on 2025-02-17 | Last edited on 2025-02-17

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Grid Insight

Short Answer

In some firms, the family retains partial ownership alongside the EO to allow for liquidity while still maintaining involvement. Evaluating factors like

cash flow,
existing debt,
management continuity, and
getting a professional valuation are all important when considering EO

#Family Business

#EO Comparison

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