Case study #1 – The key employee

Profile:

• Successful service business – assets are goodwill
• Success requires ongoing management effort
• A key employee exists

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Case study #2 – The active child

Profile:

• Successful family business
• 3 children with different levels of involvement and views on
• what’s best for them

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Case study #3 – The partners

Profile:

• 2 partners, about the same age and retirement goals
• Have no idea if children will be interested in the business

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