Architect's Essentials of Ownership Transition (Architect's Essentials of Professional Practice)

Architect's Essentials of Ownership Transition (Architect's Essentials of Professional Practice)

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  • 製本 Paperback:紙装版/ペーパーバック版/ページ数 189 p.
  • 言語 ENG
  • 商品コード 9780471434818
  • DDC分類 720.684

Table of Contents

Foreword                                           xi
Acknowledgments xv
Introduction 1 (6)
What Is Ownership Transition? 2 (1)
Why Is Ownership Transition Necessary? 3 (4)
Ownership Transition Options 7 (10)
Internal Transfer 7 (1)
Bring in a Leader 8 (1)
Merger 9 (1)
Acquisition 9 (2)
Employee Stock Ownership Plan (ESOP) 11 (2)
Liquidation 13 (4)
Determining Candidate Selection Criteria and 17 (20)
Communicating Founders' Expectations
What Do Owners Contribute to Firms? 17 (3)
Candidate Selection Criteria 20 (12)
Communicating Expectations to New Owners 32 (5)
Valuing the Firm: How Much Is It Worth? 37 (44)
What Is Value? 37 (2)
How Is Value Determined? 39 (1)
Components of Valuation 40 (2)
Purposes of Valuation: How Valuation Is 42 (4)
Used in the Ownership Transition Process
Determining Value 46 (1)
Methods of Determining Value 47 (26)
Extenuating Circumstances and Exceptions 73 (8)
Making the Purchase Affordable: Ownership 81 (12)
Transfer Mechanisms
After-tax Transaction for Stock 81 (3)
After-tax Stock Purchase Plus Compensation 84 (2)
Exchange Method
Deferred Compensation Method 86 (4)
Owner Transfer for Partnership or Limited 90 (1)
Liability Companies
Zero-based Transfer 91 (2)
Designing the Ownership Transition Program 93 (10)
Important Considerations 93 (10)
Getting the Ownership Transition Program 103(14)
Started
Assembling the Team 103(1)
Laying the Foundation 104(1)
Designing the Program 105(1)
Evaluating Candidates 106(2)
Establishing a Rate of Transition 108(3)
Deciding on the Terms 111(2)
Documenting the Program 113(3)
Next Steps 116(1)
Documenting the Ownership Transition Program 117(24)
Offering Memorandum 118(4)
Stock Purchase Agreement 122(1)
Secured Promissory Note 123(1)
Security Agreement 124(2)
Stockholder Agreement 126(9)
Indemnification Agreement 135(2)
Deferred Compensation Agreement 137(1)
Employment Agreement 137(1)
Why Is Spousal Consent Required for Some 138(1)
Program Documents?
Ownership Transition Documents for 139(2)
Organizations Other Than Corporations:
Partnerships and Limited Liability Companies
Choosing the Form of Entity 141(12)
Partnership 143(2)
General Corporation 145(4)
Professional Corporation 149(1)
Limited Liability Company 150(3)
Developing Leadership in the Firm 153(14)
What Are Leaders? 153(2)
What Attributes Do Leaders Have? 155(4)
Process of Leadership Development 159(4)
Leadership and Management 163(4)
Preparing for Future Transition 167(10)
Why Prepare for Future Transition? 167(10)
Glossary 177(4)
Bibliography 181(2)
Index 183