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Program Agenda

  • Valuation Considerations
    • Sell Now Or Sell Later?
  • Tax Considerations
    • Pay Uncle Sam Now Or Pay Uncle Sam Later?
    • To Participate In Esop Or Not To Participate?
  • Financing Considerations
    • To Borrow Or Not To Borrow?
    • To Lend Or Not To Lend?
  • Fiduciary Considerations
    • To Serve As An Internal Fiduciary?
    • Appointing An Independent Fiduciary
  • Control Considerations
    • Whether Or Not To Sell A Controlling Interest?
  • Incentive Plans For Key Employees
    • To Motivate Or Not To Motivate?
  • Illustrative Case Histories