INTERNAL OWNERSHIP TRANSITION
• Who gets to be an owner?
• Buy-sell agreements/operating agreements.
• Buy-back provisions
• Valuing the shares or ownership stake—book value or some premium?
• Ownership transition model
• How much stock should any one person have?
• Valuation formulas vs. appraisals.
CULTURAL CONTINUITY
MANAGEMENT SUCCESSION
CORPORATE GOVERNANCE / LEADERSHIP ROLES
FINANCIAL ARRANGEMENTS
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THE PRINCIPALS ACADEMY 2022
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