The Transition Process

 
 
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Explore the Compatibility

Learn about employee ownership and whether or not it meets the goals of the current owner.

 
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Assess the Feasibility

Run the numbers to understand what kind of transaction will work.

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Craft the Plan

Create a transition plan, secure financing, and draft documents.

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Finalize the Deal

Sign documents, draw the loans, and transfer ownership.

 
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Create the Culture

Implement open book management to create a culture of ownership and ensure the success of the transition.