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You have a whole team of professionals to help you through the transaction, but are left to figure it out almost by yourself before and after the papers are signed.
I fill in the gap, making sure your business is building revenue before the transaction and has the internal structures in place after.
I’ll guide your team through the structure transition and help you develop an effective board, including external board member recruitment. Together we’ll make sure you’re prepared for your first audit and all the questions that come about the ESOP structures, valuation, and fiduciary responsibility.
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