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The Process
The Process
Follow this path for the "How To," or the Process piece of the puzzle.
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Introduction to "Process"
Process Introduction
The Sale Process
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Considering Transitioning
The Value of a Pitch Book
What Does The Future Look Like?
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Advisors
How to Structure the Relationship with your Advisor
Structuring Relationship with Advisor - Fee Structure Cont.
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Teams
Team Building in Transition Planning
Ownership Team
Transitional Team
Solve for Who Will Decide, Not What The Decision Will Be
Valuation for an Inside Transaction
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How to Read a Legal Document
Part 1 - Introduction
Part 2 - Definitions
Part 3 - Irrevocable Trust
Part 4 - Irrevocable Trust, Distributions
Part 5 - Irrevocable Trust, What Does it Mean?
Part 6 - Rule Against Perpetuities
Part 7 - Trustee Role in Dynasty Trust
Part 8 - Trustee as Linkage to Grantor & Family
Part 9 - Paying Trustee
Part 10 - Who Decides, Not What is the Decision
Part 11 - Why Written in the Negative
Part 12 - Family Board
Bonus - Details
