Selling your business : managing the transition from entrepreneur to investor

Twenty-three top advisors from leading firms show entrepreneurs how to transition their business The Entrepreneur's Transition provides an all-in-one handbook for entrepreneurs and corporate insiders seeking advice on their personal financial planning prior to selling or taking a business public. It provides a concise, easy-to-read blueprint that can help business leaders navigate before and after a transaction-so they are well positioned and can avoid costly mistakes. The Entrepreneur's Transition is organized chronologically beginning with the issues a business owner should be concerned with prior to a transaction. It then moves, step by step, through the transaction process and into post transaction diversification, reinvestment, and philanthropy. Louis Crosier (Boston, MA) is a principal at Windward Investment Management and serves as a member of Windward's Investment Committee. His responsibilities include managing client portfolios and overseeing the firm's investment consulting practice. Foreword / Edward I. Rudman And Pell Rudman -- Introduction / Louis P. Crosier -- Pt. I. Before Selling Your Business -- Ch. 1. Pre-ipo/presale Planning / William R. Fleming, Daniel Carbonneau And Richard L. Kohan -- Ch. 2. Trust And Estate Basics / A. Silvana Giner And Kimberly Cohen -- Ch. 3. Life Insurance : From The Basics To The Advanced / Herbert K. Daroff -- Ch. 4. Negotiating The Deal / F. George Davitt And Barry Nalebuff -- Pt. Ii. After Selling Your Business -- Ch. 5. How Your Life Changes : Psychology Of A Windfall / Marty Carter, Charles D. Haines And Charles W. Collier -- Ch. 6. Overview Of The Wealth Management Industry / David M. Spungen -- Ch. 7. Managing Concentrated And Restricted Stock Positions / David N. Elan -- Ch. 8. Asset Allocation / Stephen J. Cucchiaro -- Ch. 9. Developing An Investment Policy Statement / Ramelle M. Hieronymus -- Pt. Iii. Investing For The Long Term -- Ch. 10. Selecting Investment Managers / Paul Greenwood -- Ch. 11. Risk : How Much Should You Take? / Paula Boyer Kennedy -- Ch. 12. Fixed Income / Peter B. Coffin -- Ch. 13. Global Investing / Lindsey A. Richardson -- Ch. 14. Real Estate / Nicholas Bienstock And Laura Corwin Burkhart -- Ch. 15. Private Equity / Sallie Shuping Russell -- Ch. 16. Hedge Funds / Defred G. Folts Iii -- Ch. 17. Performance / Robert E. Phillips -- Ch. 18. Ongoing Management And Accountability / Douglas Ederle And Todd Millay -- Pt. Iv. Philanthropy -- Ch. 19. Philanthropy And The Venturesome Donor / Stephen P. Johnson -- Conclusion -- Getting It Right : The Key Decisions You Will Make / Louis P. Crosier. Edited By Louis P. Crosier. Includes Bibliographical References And Index. The Entrepreneur's Transition is an all-in-one handbook for readers seeking advice on their personal financial planning prior to selling or taking a business public. It provides a concise, easy-to-read blueprint that can help business leaders navigate before and after a transactionAC - so they are well positioned and can avoid costly mistakes. You have an innovative idea and a solid business plan, so what is next?