TPA Miami Slides 2022

• Selling ownership interest internally. • Selling the ownership interest or some portion of it to an Employee Stock Ownership Plan (ESOP). • Using debt to retire equity shareholders. • Going public (available to very few). • Merging the firm with another firm and then pursuing one of the above. • Selling the firm externally. UNDERSTANDING THE BASIC TRANSITION OPTIONS

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THE PRINCIPALS ACADEMY 2022

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