"If it could go the way I want it to, how should it go?"
- Who takes over as EO, Managing Director?
- Should there be incentives to Retain Key Employees?
- Should there be an Interim Board of Directors? Who?
- How does the company complete Work In Progress?
- Do you want Severance, Transition Pay for Employees?
- Who assumes or pays the Personal Debt Guarantee?
- When do you pass on critical Bank Relationships?
- Who needs Key Person Life Insurance?
- Who takes Control of Receivables, Payables?
- Who maintains Patient, Client Files?
Direction of company - Strategic Plan
- Is it best to Maintain Under Family Management?
- Is it best to Maintain Under Employee Management?
- Should the family seek an Outside, Qualified Buyer?
- Can it be Preserved for Young or Non-involved Children?
- Is it best to Wind Up Business, Liquidate? When?
Disposition of company ownership
- Does it pass by Gift to Family Members? Who pays the tax?
- Should it be Sold to Involved Family Members? Do they have the money?
- Should it be Sold to a Key Employee Group? Do they have the money?
- Is a Reciprocal Buyout with a similar company, practitioner appropriate?