June Newsletter | 1st Edition

What Is Your Next Step As A Business Owner?

Dear Friends and Colleagues,

As thousands of Missouri business owners approach retirement, roughly one-third still lack a transition plan, and many struggle to identify the right successor or exit strategy.

For CPAs, tax advisors, attorneys, financial planners, and other trusted advisors, this presents both a challenge and an opportunity. Business owners often turn first to the professionals they know and trust when considering retirement, succession, tax planning, or business valuation.

By introducing employee ownership as an alternative to sales to competitors, private equity firms, or family members, advisors can add tremendous value and expand their clients' succession options at a critical decision point.

At MOCEO, we believe trusted advisors are among the most important partners in growing employee ownership across Missouri. That's why we offer training and educational resources to help advisors bring these opportunities to their clients.

The next generation of business transitions is already underway. Together, we can ensure more owners understand all of their options—and that more businesses remain locally rooted, employee-centered, and positioned for long-term success.

Thank you for the work you do to support business owners throughout their journey. We look forward to partnering with you.

Sincerely,