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GuideIntermediate

An Owner's Guide to Business Succession Planning

A guide for small and medium-sized business owners planning ownership and management succession, including goals, stakeholders, valuation, and transition planning.

Source: Ohio Employee Ownership CenterAdded June 12, 2026Published 2008
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Why it matters

Employee ownership transitions are often part of broader succession planning, not just legal restructuring.

Best for

Business owners beginning a succession planning process before selecting a specific employee ownership model.

This guide is older but useful because it helps owners clarify goals, stakeholders, and succession needs before choosing a transaction path. Tax and legal details should be reviewed for currency.

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Heirloom Library entries are summaries and wayfinding notes. The original source is the best place to read the full resource.

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