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ESOPs Case Study
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Evaluating Liquidity Option
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Evolving the Business for Attorneys- You and/or Your Clients’
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Exit Planning from an Income Tax Perspective – Getting Your Bigger Bucket
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Family Businesses: Attractiveness, Readiness, and Valuation – Factors that Business Owners Often Don’t Know
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Family Businesses: Options for Growth, Succession, and Exit
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Family Businesses: Where Are you Going and How Will You Get There?
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Fearless Transitions: Equipping Entrepreneurs to Slay their Inner Dragons and Embrace Change
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From Idea to Exit: A CEO’s Playbook for Building and Selling a Business
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Growth Through Acquisitions
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Helping Business Owners Make a Regretless Choice
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Hot Topics – Advanced Income & Wealth Planning for High Net Worth Families and Business Owners (and how to land BOLIPs!)
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