Case Study 2

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West Hartford, CT

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fax: 860.232.9438

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CEO of family or privately held business is planning for retirement, but is concerned with how the business will be managed after he/she reduces time at the office. Management, which sometimes includes family members, are frustrated that the CEO hasn't given up "the steering wheel" and allow a smooth transition from one management generation to the next.  Our approach is to develop systems to satisfy communication and strategic issues.  In most cases an Advisory Board with outsiders is implemented.  An ESOP or Employee Stock Ownership Plan, along with management development programs, can provide the current ownership with a very smooth process of ownership and management succession with highly favorable tax benefits.

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