ASA Information Exchange – Selling Your Subcontracting Business

I recently moderated a table at the Baltimore Chapter of the American Subcontractor Association’s Information Exchange.  My table concerned Exit Planning and Succession Plans for Subcontractors.  We discussed strategy basics like starting far earlier than you think you need to.  We also spent time on ESOP’s, Employee Stock Option Plans and when they may make sense in a family transition.  You can download a summary of the notes from our conversation – Subcontractor Business Succession and Exit Strategies, Baltimore, ASA – here or contact me anytime.


Gregory R. Caruso, Esquire, CPA, CVA