Major Topics:
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Various liquidity options based on shareholders’ objectives;
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Planning and timing;
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Transaction timeline;
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Professional deal team;
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Necessary legal planning and documentation;
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Historical and prospective financial information;
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EBITDA adjustments;
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Estate and tax planning;
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Realizing hidden value: intellectual property, real estate, other;
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Financial v. strategic acquirers;
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Cultural imperatives;
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Due diligence landmines;