Succession Planning: ESOP, Private Equity, or Strategic Buyer?

April 17
4:00 PM - 4:45 PM

Rudy Callegari
Edge Auto Rental

Ted Lape

David Blaskey
Avis/Budget Car & Truck Rentals

John Possumato

Alfonso Vilaboa
Day & Associates

Formulating your exit and succession plan is essential, whether you’re ready now or not for a while. There are three main ways to exit that our panelists will explore: selling to corporate, private equity, or a competitor, or through an Employee Stock Ownership Plan (ESOP), which provides tax advantages, the ability to maximize proceeds, and protects the company’s brand while retaining top talent. Panelists will share their years of on-the-ground experience from the business ownership, legal, accounting, and banking perspectives.

Moderator: John Possumato, DriveItAway