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Supplement
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Reference no. 9-204-102
Subject category: Entrepreneurship
Published by: Harvard Business Publishing
Originally published in: 2003
Version: 23 November 2004

Abstract

The Rollins family assembly was meeting to discuss and decide which one or combination from among an estate freeze, installment sale of stock, ESOP (employee stock ownership plan), leveraged capitalization, annual gifts of stock, one-time outright gift of stock, or sale of the business to a third party best accommodates the needs of these people and this company.
Location:
Size:
800 employees, USD72 million
Other setting(s):
2003

About

Abstract

The Rollins family assembly was meeting to discuss and decide which one or combination from among an estate freeze, installment sale of stock, ESOP (employee stock ownership plan), leveraged capitalization, annual gifts of stock, one-time outright gift of stock, or sale of the business to a third party best accommodates the needs of these people and this company.

Settings

Location:
Size:
800 employees, USD72 million
Other setting(s):
2003

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