Twenty-three top advisors from leading firms show entrepreneurs how to transition their business
The Entrepreneur's Transition provides an all-in-one handbook for entrepreneurs and corporate insiders seeking advice on their personal financial planning prior to selling or taking a business public. It provides a concise, easy-to-read blueprint that can help business leaders navigate before and after a transaction-so they are well positioned and can avoid costly mistakes. The Entrepreneur's Transition is organized chronologically beginning with the issues a business owner should be concerned with prior to a transaction. It then moves, step by step, through the transaction process and into post transaction diversification, reinvestment, and philanthropy.
Louis Crosier (Boston, MA) is a principal at Windward Investment Management and serves as a member of Windward's Investment Committee. His responsibilities include managing client portfolios and overseeing the firm's investment consulting practice.Foreword (Edward I. Rudman, Co-Founder and Chairman, Pell Rudman, now Atlantic Trust Pell Rudman).
Introduction (Louis P. Crosier).
Part I: Before Selling Your Business.
Chapter 1: Pre-IPO/Presale Planning (William R. Fleming, Director; and Daniel Carbonneau, Senior Manager; with Richard L. Kohan, Partner, PricewaterhouseCoopers).
Setting the Stage.
Choosing a Business Structure.
Building a Professional Service Team.
Obtaining Financing.
Sharing Ownership with Employees.
Company Benefits and Policies.
Conclusion.
Chapter 2: Trust and Estate Basics (A. Silvana Giner, Senior Partner; and Kimberly Cohen, Junior Partner, Hale & Dorr).