COMMON ISSUES WITH OWNERSHIP TRANSITION
WAITING TOO LONG TO INITIATE
NO FORMAL SUCCESSION PLAN FOR MANAGEMENT
01
02
OUT OF DATE VALUATION FORMULA
SHARE COUNT CONCENTRATION
04
03
UNCLEAR REDEMPTION OR CROSS PURCHASE AGREEMENT
RE-DEFINING PARTNER ROLES, UNDERSTANDING ROLES
05
06
UNCLEAR TIMELINES FOR DEPARTING SHAREHOLDERS
07
08
PARTNER ISSUES
09
VIEWING OWNERSHIP AS ANOTHER RUNG IN THE CAREER LADDER
THE PRINCIPALS ACADEMY 2022
367
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