GROWTH. TRANSFER. LEGACY.
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Attached is a case study presented at the Quarterly Closely Held Businesses Affinity Group at the Maryland XPX Chapter. The case is very comprehensive and certainly represents a lot of what transpires in small companies and family businesses that are tightly controlled.
Take a look and try to develop a course of action that you think will best create value or transfer ownership. Consider which levers are important for any given action/initiative.
We will post a follow up as to what actually happened soon.
Please feel free to use in chapter discussions, however, this is copyrighted material and should not be repurposed for any use outside of XPX.
Give me a ring if you would like to discuss more.
Founder, Past President
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