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Succession Planning

Passing the torch from one generation to the next, or from one partner or stockholder to the next, requires a whole host of legal, accounting, banking, and financial planning arrangements. The bottom line is that valuation methods, financing alternatives, and estate planning are also significant parts of the succession planning equation. This booklet starts off with a brief analysis of the problem facing the “Disney Corporation” after the sudden death of Frank Wells, Michael Eisner’s second in command, and then four months later Eisner’s quadruple bypass surgery. When a closer look was taken, the company realized that little advance planning had been done to assure the smooth running of the company in the event of a disaster.


Electronic Edition

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