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2020 Exit Planning Checklist

Strategy Driven

Sale to Third-Party | Sale to Insiders | Transfer to Family Members | Sale to ESOP | Absentee Owner. Do you have the right Team of Experienced Advisors for plan design and implementation? Build Transferable Value and Enjoy a Future Exit On Your Own Terms and Conditions. Which Exit Route will best accomplish your goals?

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More than One Way to Organize a Business

Thin Difference

Different business models can create more activating dynamics for individuals and teams within companies and organizations. Instead of operating top-down, power is distributed throughout the organization, giving individuals and teams more freedom to self-manage, while staying aligned to the organization’s purpose.