Skip to content
DWT logo
People Services Insights
About Offices Careers
Search
People
Services
Insights
About
Offices
Careers
Search
Presentations

Presenter, "Fundamentals of Succession and Estate Planning," Association for Washington Business, Seattle

By Keith G. Baldwin and G. Matthew Loftin
12.10.15
Share
Print this page

Building and succeeding in your own business is one of the most rewarding experiences in life. Alarmingly, only 30 percent of businesses survive the transition to the second generation, and only 34 percent of those carry on into the third generation.

DWT Partner Keith Baldwin and Associate Matt Loftin took part in this presentation. The pros and cons of the following exit strategies were covered:

  • Transfer to next generation (family succession)
  • Management buyout (leveraged or unleveraged)
  • Sale to existing partners
  • Sale to employees (ESOP)
  • Sale to third party
  • Recapitalization
  • IPO (uncommon for mid-market companies)
  • Orderly liquidation

Related Articles

2025
Feature
Financial Services
New Administration Outlook: Helping You Navigate Post-Election Uncertainty in 2025 and Beyond Read More External Link
06.06.25
Insights
Food + Beverage
Food Venture Financing News - Weekly Issue No. 239 Read More
06.05.25
Insights
Brand Protection & Advertising
Stay ADvised: 2025, Issue 11 Read More
DWT logo
©1996-2025 Davis Wright Tremaine LLP. ALL RIGHTS RESERVED. Attorney Advertising. Not intended as legal advice. Prior results do not guarantee a similar outcome.
Media Kit Affiliations Legal notices
Privacy policy Employees DWT Collaborate EEO
SUBSCRIBE
©1996-2025 Davis Wright Tremaine LLP. ALL RIGHTS RESERVED. Attorney Advertising. Not intended as legal advice. Prior results do not guarantee a similar outcome.