1. I Need to Free Up Time For Other Things
1.1. I Would Like To Reclaim
1.1.1. Less than 10 hrs/ week
1.1.1.1. Research the Idea & Opportunity Conversation
1.1.1.2. Research Recapitalization
1.1.1.3. Research Charitable Put Call
1.1.1.4. Research Captive Insurance
1.1.2. 10-20 hrs/ week
1.1.2.1. Research ESOP Path
1.1.3. More than 20 hrs/ week
1.1.3.1. Research Charitable Bailout Path
1.1.3.2. Research ESOP Path
1.1.3.3. Research Auction Path
2. My Timeline
2.1. I Would Like This To Happen In Next
2.1.1. 3-5 Years
2.1.1.1. Research Charitable Put Call
2.1.1.2. Research Captive Insurance
2.1.1.3. Research ESOP
2.1.1.4. Research Idea & Opportunity Conversation
2.1.2. 2-3 Years
2.1.2.1. Research Charitable Bail Out
2.1.2.2. Research ESOP Path
2.1.2.3. Research Idea & Opportunity Conversation
2.1.3. Next 1 Year
2.1.3.1. Research Auction Path
2.1.3.2. Research Charitable Bail Out
2.1.3.3. Research ESOP Path
2.1.3.4. Research Idea and Opportunity Conversation
3. I Need Capital To Do Other Things
3.1. How Much Capital Do I Need?
3.1.1. Recapture My Tax Liability
3.1.1.1. Research Captive Insurance
3.1.1.2. Research Charitable Bailout
3.1.1.3. Research Charitable Put Call
3.1.1.4. Research Idea & Opportunity Conversation
3.1.2. 20-50% of Company Value
3.1.2.1. Research Recapitalization
3.1.2.2. Research ESOP Path
3.1.3. More Than 50%
3.1.3.1. Other Options (MBO)
3.1.3.2. Research the Auction Path
3.1.3.3. Research the ESOP Path
4. My Relationship with the Business
4.1. I would like to
4.1.1. Stay Active and Maintain Relationships
4.1.1.1. Research Captive Insurance
4.1.1.2. Research Idea & Opportunity Conversation
4.1.1.3. Research Recapitalization
4.1.1.4. Research ESOP Path
4.1.1.5. Research Charitable Put Call
4.1.2. Disengage
4.1.2.1. Research Charitable Bailout Path
4.1.2.2. Research ESOP Path
4.1.2.3. Research Auction Path
4.1.3. Increase Family Member Involvement
4.1.3.1. Research ESOP Path
4.1.3.2. Research Charitable Bailout Path
4.1.3.3. Research Idea & Opportunity Conversation