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EP15 - Bridge Over Troubled Water - The Historical Cash Flow and Forecasted Cash Flow Connecting To Your Valuation for an ESOP

Journey to an ESOP & Beyond

CHAPTER

Navigating Deal Structures and Financial Models for a Smooth ESOP Transition

This chapter highlights the critical role of meticulous deal structure analysis in reducing risks for trustees, with a focus on clawbacks and earnouts. It underlines the importance of regularly updating financial models with the latest information to facilitate a seamless ESOP transition.

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